Financial Advisor Ohio | Trek Investment Fiduciary

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Our Locations

Medina Location

3995 Medina Road, Suite 220
Medina, OH 44256
T (330) 952-2555

Naples Location

780 Fifth Ave South, Suite 200 Naples, FL, 34102
T (330) 952-2555

Dublin Location

5650 Blazer Pkwy, Suite 101
Dublin, OH 43017
T (330) 952-2555

Winchester Location

2019 S. Loudon Street Winchester, Virginia 22601
T (330) 952-2555

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Helping our community with full service retirement and investment solutions.

Disclosure

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, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.

*We do not charge you for this evaluation and there is no obligation for you to work with an advisor if you proceed. However, please be aware that there are fees associated with when working with a financial professional. Please contact us for more information on the costs associated with personalized financial planning and investment management.