Treece Financial Group Inc.

About

Empowering LGBTQ Financial Savvy

Treece Financial Group is committed to helping LGBTQ individuals and families live out loud and proud through fearless financial planning.

David Treece has 30 years of experience in financial services providing holistic, comprehensive, and consumer-oriented advocacy to his clients.

Advocating for LGBTQ elder inclusion, identifying resources and family support, and overcoming discrimination within senior housing and caregiving is at the heart of his office's mission.

He is dedicated to educating LGBT individuals and families —and specifically LGBT seniors—about how to address and overcome the unique financial planning challenges they may face.

My business follows a policy of non-discrimination that includes sexual orientation, gender identity, and gender expression.

Contact

10800 Biscayne Boulevard
Suite 725
Miami, FL 33161
United States

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