TREXEL & ASSOCIATES

Trexel & Associates, LLC is a retirement planning and financial services firm. We are not an arm of a Wall Street brokerage company. Our business assists pre-retirees as they make financial transitions. You will be listened to, not "sold to". Your values, views and priorities matter. We truly care about our clients. Our top priority is to work for and with our clients. We always do what is best for them... Since 1988, our company has provided investment and insurance services to clients of all ages, as well as retirement plans for businesses. For many, we have become a friend of the family for several generations. We have helped fathers and sons, mothers and daughters, and grandparents and grandchildren over the years with life's transitional needs. There are young families with job changes, life insurance and college funding needs. Middle aged clients save for retirement and acquiring long-term care insurance while they are still healthy. The planning continues to retirement income..

Also known as: Trexel & Associates, LLC

Primary location: Walnut Creek United States