Treece Financial Group Inc

  • Financial Services
  • North Miami FL
  • 6 employees
  • Financial Services
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Company Overview

Headquarters
10800 Biscayne Boulevard, Suite 725, North Miami FL
Website
treecefinancial.com
Employees
6
Founded in
2005
Industry
Financial Services
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Financials & Stats

Revenue

$3B

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Who is Treece Financial Group Inc

Treece Financial Group Inc. is a financial services company based in North Miami, Florida. The company employs 6 people and generates $2.5 million in annual revenue. Treece Financial Group specializes in retirement planning, focusing on the unique needs of solo agers and the LGBTQ+ community. They provide comprehensive financial and healthcare guidance to individuals facing the challenges of aging alone, often without a strong support network. The company's expertise extends to elder care issues, including establishing caregiving services, navigating long-term care options, and assisting with transitions to assisted living facilities. They also offer support with housing modifications, end-of-life planning, and managing health-related issues such as dementia. Treece Financial Group can be reached at 10800 Biscayne Boulevard, Suite 725, Miami, FL 33161. Their phone number is 305-751-8855, and their website is TreeceFi.com.

Treece Financial Group Inc Industry Tags

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
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FAQ

What is the location of Treece Financial Group Inc's headquarters?
The headquarters of Treece Financial Group Inc are situated at 10800 Biscayne Boulevard, Suite 725, North Miami FL
What is Treece Financial Group Inc's official website?
The official website of Treece Financial Group Inc can be found at treecefinancial.com.
What is Treece Financial Group Inc's current revenue?
As of January 2019, Treece Financial Group Inc's annual revenue reached $3B.
How many employees does Treece Financial Group Inc currently have?
Treece Financial Group Inc employs approximately 6+ people as of January 2019
Which industries is Treece Financial Group Inc primarily operating in?
Treece Financial Group Inc operates in the following industries: Finance, Credit
What are Treece Financial Group Inc's industry tags?
Treece Financial Group Inc's industry tags include: Fiduciary, Holistic, LGBT
When was Treece Financial Group Inc founded?
Treece Financial Group Inc was founded in 2005.

Employee Directory

Key Employees

Harshita Kalra

Client Relations Manager

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Christopher Brazela

Database Administrator

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Farhan Shaban

Digital Marketing Specialist (SEO)

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