TreeceFi | Treece Financial Group Revenue
Financial Services • 
7971 Riviera Boulevard, Suite 331, United States • 1-10 Employees
TreeceFi | Treece Financial Group revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contact at TreeceFi | Treece Financial Group
David Traupman
Director Of Communications
Company overview
| Headquarters | 7971 Riviera Boulevard, Suite 331, Miramar, Florida 33023, US |
| Phone number | +13057518855 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Risk Management, Tax Planning, Planning, Investing, Assisted Living, Charitable Planning, Wealth Management, College Planning, Retirement Planning, Lgbt, Fiduciary, Insurance, Long Term Care, Estate Planning, Investment Management, Mutual Funds, Holistic, Senior Services, Financial Advisor, Social Security Planning, Aging In Place, Elderly, Ira Rollovers, Home Health Care, Investment Advisor, Legacy Planning, Next Gen Planning, Integrative Change |
| Founded | 1993 |
| Employees | 1-10 |
| Socials |
TreeceFi | Treece Financial Group Email Formats
TreeceFi | Treece Financial Group uses 1 email format. The most common is {first name} (e.g., john@davidtreece.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@davidtreece.com | 100% |
About TreeceFi | Treece Financial Group
Financial advocates who specialize in retirement planning for solo agers and the LGBTQ+ community. We aim to take the fear out of aging alone. At the forefront of Treece Financial Group's work is navigating the sometimes complex financial and healthcare needs of individuals who are aging alone, oftentimes alone without a strong support network. We have a special commitment to the unique financial planning needs of LGBTQ+ solo agers. At a time when many are vulnerable due to changes in health or living situations, having a trusted advocate on their side makes a life-changing difference. Team Treece has developed a high level of experience and capability in dealing with elder care issues such as establishing caregiving services, and long-term care, working with experts in identifying assisted living facilities, assisting with the physical move to a facility, retro-fitting housing to stay at home, planning for death, and dealing with dementia and other health-related issues. David Treece, of Treece Financial Group, is an Accredited Investment Fiduciary® and has a 30-year commitment to providing financial and retirement planning with the utmost care, integrity, honesty, full disclosure, loyalty, and good faith. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity. Treece Financial Group, 10800 Biscayne Boulevard, Suite 725, Miami FL 33161 305-751-8855 | TreeceFi.com
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
TreeceFi | Treece Financial Group has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
TreeceFi | Treece Financial Group has never raised funding before.
TreeceFi | Treece Financial Group Tech Stack
Discover the technologies and tools that power TreeceFi | Treece Financial Group's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
Netherlands
Switzerland
Australia
Frequently asked questions
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