Holistic | Comprehensive | Advocacy-Oriented
Treece Financial Group is a premier financial planning resource with a decades-long dedication to working with the LGBT community, including offering long-term care solutions to those living with HIV.
David Treece is an Accredited Investment Fiduciary®, and follows a fiduciary process that includes the duties of utmost care, integrity, honesty, full disclosure, loyalty, and good faith.
His mission is to help protect and promote the whole financial well-being of the client, including investments, insurances, income planning, taxes, beneficiaries, emergency document retrieval, information security, estate planning and accounting.
Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity. Registered branch address: 9999 NE 2nd Ave. Ste 203, Miami Shores, FL.