Trek Financial

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...

Retirement planning,insurance strategies,estate and legacy planning,investment management,financial planning,employee benefits & retirement plan design,executive compensation planning,key employee financial advisory,and alliances with cpas and attorneys

Trek financial operates in the Financial services industry.

Trek financial's revenue is 11m - 100m

Trek financial has 11 - 50 employees.