Trexel & Associates, LLC
Financial Services - Walnut Creek, California, United States
Trexel & Associates, LLC Employees
Trexel & Associates, LLC Details
Since 1988, our company has provided investment and insurance services to clients of all ages, as well as retirement plans for businesses. For many, we have become a friend of the family for several generations. We have helped fathers and sons, mothers and daughters, and grandparents and grandchildren over the years with life's transitional needs. There are young families with job changes, life insurance and college funding needs. Middle aged clients save for retirement and acquiring long-term care insurance while they are still healthy. The planning continues to retirement income solutions before and during retirement. By anticipating financial issues and providing practical solutions, we can provide for each client's individual financial needs and goals. We work as a team to be available for you.Looking out for your best interests is the top priority of our company. Trexel & Associates, LLC is a retirement planning and financial advisor firm which is supervised by SCF Securities, Inc. It is not an arm of a Wall Street brokerage company. It is in business to assist pre-retirees as they make financial transitions. Here, at Trexel & Associates, LLC, you will be listened to, not "sold to". Your values, views and priorities matter. We truly care about our clients.Our objective is to help you build and protect your wealth with knowledge, experience and professional resources. We are mindful that we work for our clients.See Important Disclosures in the Link: http://www.scfsecurities.com/disc/mary-trexel/ http://www.scfsecurities.com/disc/tonya-white/
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