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Trek is an organization of nationally-known, elite advisors, each with their own focus. Each firm exists with autonomy, while providing valuable synergy within the context of our "firm of specialists" model.

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[vc_separator type="transparent" position="center" up="8" down="2"] Find a Location
Email: info@trekrm.com
Phone: 866.216.2847
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Life is a Journey. Let's plan for it.

Service Office:

8355 E. Hartford Drive, Suite 105

Scottsdale, AZ 85255

(480) 483-1510

Email: info@trekfinancial.com

INFORMATION FOR ADVISORS

Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
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