Skip to main content
Treece Financial Logo labeled Treece Fi
menu
ClientsAging SupportLGBTQ+ AdvocacyQuick Consult
  • Who We Are
    • About Us
    • Team Treece
    • Our Values
    • Our Fees
    • FAQ
    • Press
  • What We Offer
    • Financial Planning
    • Retirement Planning
    • Insurance Planning
    • Estate Planning
  • Resources
    • Allied Pros
    • Blog
    • Videos
    • Guides
    • Living Abroad
    • AdviceWorks®
    • 401(k) Optimizer®
    • The Solo Ager®
    • La Vida Pride®

Contact

Treece Financial Group Inc.

Bayshore Executive Plaza
10800 Biscayne Boulevard, 7th Floor, Suite 725
Miami, FL 33161

Mon-Fri: 9:00 AM - 5:00 PM

 

info@davidtreece.com

Phone: (305) 751-8855
Fax: (305) 751-0068
Toll-Free: (888) 587-3323

 

Quick Consult

Office

Bayshore Executive Plaza
10800 Biscayne Boulevard,
7th Floor, Suite 725
Miami, FL 33161

Mon-Fri: 9:00 AM - 5:00 PM

Contact Info
 

info@davidtreece.com
Fax: (305) 751-0068
Toll-Free: (888) 587-3323

       

Contact Us

Investment Advisor Representative: Registered Representative offering securities and advisory services through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA/SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other entity. Treece Financial Group Inc. is not affiliated with Cetera Advisors LLC.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Broker/Dealer website | Important Information and Form CRS | Business Continuity Plan

© 2024 TreeceFi | Treece Financial Group Inc. All rights reserved.
Check the background of this investment professional on FINRA's BrokerCheck.