Email
info@davidtreece.com
Disclaimer

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.

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10800 Biscayne Boulevard
7th Floor, Suite 725
Miami, FL 33161
United States

First Name
David
Last Name
Treece
Insurance Licensed States
Florida
Security Licensed States
Florida
Fax
(305) 751-0068
Toll Free
Company Description
Treece Fi: Fearless advocates for the financial needs of solo agers and the LGBTQ+ community. We aim to take the fear out of aging alone. At the forefront of Treece Financial Group's work is navigating the sometimes complex financial and healthcare needs of individuals who are aging alone, oftentimes alone without a strong support network. We have a special commitment to the unique financial planning needs of LGBTQ+ solo agers. At a time when many are vulnerable due to changes in health or living situations, having a trusted advocate on their side makes a life-changing difference.