How does Trek support your unique path?
Trek was founded on five core values: integrity, transparency, confidence, focus and independence.
Our firm was built on the idea that our independent advisors should have just that – independence. We have no quotas, no sales goals, and no limits. Our business model provides our advisors with the freedom to plan your financial path without limitations – giving you control over your financial future.
What makes Trek different?
Trek is designed as a network through which our advisors are able to collaborate, exchanging information and knowledge to best serve their clients. Although our advisors work independently, they actively participate in our firm-wide mission and culture of integrity, independence and trust. In addition, they have access to Trek resources including the Trek Investment Committee, our business support team, and our comprehensive technology.
The structure we have implemented allows our advisors to run their businesses efficiently, creating an engaging and pleasant experience for you.
Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Disclosures: https://bit.ly/3DgHdZE
Company Details
- Employees
- 44
- Founded
- 1996
- Address
- Financial Advisors, Nationwide,visit Trekfinancial.com,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://trekfinancial.com
- Keywords
- Retirement Planning, Insurance Strategies, Estate and Legacy Planning, Investment Management, Financial Planning, Employee Benefits & Retirement Plan Design, Executive Compensation Planning, Key Employee Financial Advisory, Alliances with CPAs and Attorneys.
- HQ
- Nationwide, Visit TrekFinancial.com
Trek Financial Questions
Trek Financial's website is https://trekfinancial.com
Trek Financial's LinkedIn profile is https://www.linkedin.com/company/trek-financial
Trek Financial has
44 employees.
View email and phone details for 44
employees at Trek Financial.
Trek Financial's industry is
Financial Services
Trek Financial's categories are Financial Services
Trek Financial's founding year is 1996
