Since our independent advisors are located nationwide, the most efficient way to contact an advisor in a particular location or practice is by finding their location below or clicking on their bio image on our Team page which you can VIEW HERE. The advisor links below will direct you to their bio page or directly to their practice website.
The form found here is for general inquiries. Submissions are directed to our servicing office located in Scottsdale, AZ. You may leave a message for an advisor through this form as well and our team will forward it on to the appropriate contact.
Phone: (866) 216-2847
Email: info@trekfinancial.com
Service Office:
8355 E. Hartford Drive, Suite 105
Scottsdale, AZ 85255
(480) 483-1510
Email: info@trekfinancial.com
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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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