Financial advocates who specialize in retirement planning for 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.
Team Treece has developed a high level of experience and capability in dealing with elder care issues such as establishing caregiving services, and long-term care, working with experts in identifying assisted living facilities, assisting with the physical move to a facility, retro-fitting housing to stay at home, planning for death, and dealing with dementia and other health-related issues.
David Treece, of Treece Financial Group, is an Accredited Investment Fiduciary® and has a 30-year commitment to providing financial and retirement planning with the utmost care, integrity, honesty, full disclosure, loyalty, and good faith.
Securities and advisory services are offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
Treece Financial Group, 10800 Biscayne Boulevard, Suite 725, Miami FL 33161
305-751-8855 | TreeceFi.com
Company Details
- Employees
- 7
- Founded
- -
- Address
- 7971 Riviera Boulevard,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.treecefi.com/
- Keywords
- Fiduciary, Holistic, LGBT, Elderly, Integrative Change, Planning, Retirement Planning, Investment Management, Investing, College Planning, Tax Planning, Risk Management, Estate Planning, Social Security Planning, Next Gen Planning, Charitable Planning, Wealth Management, Insurance, Long Term Care, IRA Rollovers, Aging in Place, Senior Services, mutual funds, investments, legacy planning, home health care, assisted living, financial advisor, investment advisor.
- HQ
- Miramar, Florida
Treecefi | Treece Financial Group Inc. Questions
Treecefi | Treece Financial Group Inc.'s website is https://www.treecefi.com/
Treecefi | Treece Financial Group Inc.'s LinkedIn profile is https://www.linkedin.com/company/treece-financial-group-inc-
Treecefi | Treece Financial Group Inc. has
7 employees.
View email and phone details for 7
employees at Treecefi | Treece Financial Group Inc..
Treecefi | Treece Financial Group Inc.'s industry is
Financial Services
Treecefi | Treece Financial Group Inc.'s top competitors are
Code-R Recruiting,
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Treecefi | Treece Financial Group Inc.'s categories are Financial Services
Treecefi | Treece Financial Group Inc.'s founding year is 1993
