Introducing Treece Financial Group, where we take a holistic approach to your financial well-being.
For over 25 years, our clients have trusted us to look out for their best interests
Who is our typical client?
You! Because every single one of our clients is unique.
You might be planning for retirement, a couple who’s married or in a domestic partnership, an older single, or from a multicultural background.
Treece Financial Group helps people like you every day.
We also have a special relationship with the LGBTQ community in south Florida.
David Treece has over 25 years of experience in financial services as a holistic, comprehensive, and consumer-oriented advocate for his clients.
He works as a fee-based investment advisor representative and has a duty to act in a fiduciary capacity, always putting a client’s interests first.
David has been featured nationally on PBS’ “Nightly Business Report” and south Florida television, as well as in the Miami Herald and other print publications.
We’re affiliated with Cetera Advisors, a premier broker-dealer that allows us the independence and freedom to recommend the solutions that are right for you.
Your needs are unique.
Our approach to financial advising is, too.
Learn more at treecefinancial.com or by calling our office today.
David Treece, of Treece Financial Group, is an Accredited Investment Fiduciary® and has a decades-long commitment to providing financial and retirement planning to Miami’s LGBT community with the utmost care, integrity, honesty, full disclosure, loyalty, and good faith.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
Treece Financial Group, 9999 NE 2nd Ave., Suite 203, Miami Shores, FL 33138.https://youtu.be/aBDe_f8lp1...