(419) 782-7030

Let's chat!

Email Us

Follow us on Facebook!

Let's Chat!

Contact Us

815 East Second Street, Suite 100
Defiance, OH 43512

T: (419) 782-7030

F: (844) 421-2657

Helping our community with full service financial planning and investment solutions.

Our Location

815 East Second St. Suite 100

Defiance, OH 43512

T:+14197827030

F: (844) 421-2657

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.

© Copyright 2024 Trek Financial. All Rights Reserved. Trek 20-158 Exp. 1/26

SEC Check | FINRA’s BrokerCheck | Disclaimer | Privacy Policy | Terms of Service | Business Continuity | ADV | Form CRS