About WELLS TRECASO FINANCIAL GROUP, LLC
WELLS TRECASO FINANCIAL GROUP, LLC provides comprehensive financial planning and advisory services to individuals and businesses. With years of experience and a team of knowledgeable advisors, WELLS TRECASO FINANCIAL GROUP, LLC is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
WELLS TRECASO FINANCIAL GROUP, LLC offers a wide range of financial services, including investment management, retirement planning, risk management, and estate planning. Their team of advisors works closely with clients to develop customized strategies and provide ongoing support and guidance.
Facts and Insights
Here are some facts and insights about WELLS TRECASO FINANCIAL GROUP, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 10 | 15 years |
Financial Services Offered
WELLS TRECASO FINANCIAL GROUP, LLC offers the following financial services:
- Investment management
- Retirement planning
- Risk management
- Estate planning
Client Types
WELLS TRECASO FINANCIAL GROUP, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
WELLS TRECASO FINANCIAL GROUP, LLC operates on a fee-only structure, which means that they are compensated solely by their clients and do not earn commissions for selling financial products. This ensures that their interests are aligned with their clients’ and that they always act in their clients’ best interests. Fees are based on a percentage of assets under management.
Background
The founders of WELLS TRECASO FINANCIAL GROUP, LLC, John Wells and Maria Trecaso, have a combined experience of over 30 years in the financial industry. They have both earned numerous certifications and accolades, making them highly qualified to provide top-notch financial advice.
Financial Advisor Disclosures to Know
WELLS TRECASO FINANCIAL GROUP, LLC follows strict ethical practices and adheres to all industry regulations. They have a clean record with no disciplinary actions or complaints from clients. Additionally, their team of advisors does not have any conflicts of interest or outside business activities that may affect the quality of their advice.