Center for Family & Privately-Held Business
Treece Investment Advisory Corp.
Ben Treece
419-843-7744
6800 W. Central Ave. Unit G1
Toledo, OH 43617
ben@treeceinvestments.com
http://www.TreeceInvestments.com
Treece Investment Advisory Corp. is a discretionary money management firm that specializes in personal financial management and advisory services. For retail clients, Treece Investments manages personal investment accounts, joint accounts, IRAs, Roth IRAs, 401(k)s, 403(b)s, Trust accounts and more. For institutions or business clients, Treece Investments serves in an advisory capacity for employer-sponsored retirement plans assisting with fund selection, economic insight and more.
Money management services
Investment advisory services
Financial advice
401(k) advisory services
n
Ben Treece
419-843-7744
6800 W. Central Ave. Unit G1
Toledo, OH 43617
ben@treeceinvestments.com
http://www.TreeceInvestments.com
Treece Investment Advisory Corp. is a discretionary money management firm that specializes in personal financial management and advisory services. For retail clients, Treece Investments manages personal investment accounts, joint accounts, IRAs, Roth IRAs, 401(k)s, 403(b)s, Trust accounts and more. For institutions or business clients, Treece Investments serves in an advisory capacity for employer-sponsored retirement plans assisting with fund selection, economic insight and more.
Money management services
Investment advisory services
Financial advice
401(k) advisory services
n
