We feel we can best present ourselves face-to-face. We do not have “virtual meetings”, “on-line chats” or “zoom calls”. Our client relationships are handled the old fashion way, face-to-face. You ask us questions and we ask you questions. We thoroughly explain everything in easy-to-understand terms. In this manner every detail is covered and nothing is left to chance. This allows us to get to know you better and you to get to know us better. If we are a good fit, we can move forward helping you achieve your investment goals.
Being totally independent means, we are not stuck with big corporate investment firm sales quota that makes us force-feed investments to clients. It is not unusual that investments recommended by some firms and banks may at times be better for the firms then they are for the client. Our Series 65 Fiduciary Investment License mandates by law, that we must always do what is in our client’s best interest, not ours. Our clients never need to worry if they are being recommended an investment because it is better for us than it is for them. Being totally independent Fiduciaries, enables us to offer our clients investment solutions for their individual needs and goals.
“Our number one priority
is helping you pursue
your financial goals
through strategies
designed to manage risk and
support long-term growth.”
We have many local clients as well as clients nationwide. Most everyone of those relationships began with a face-to-face introduction and meeting before a client was ever a client. It may be a local meeting at our office, a restaurant or at our client’s home or office. There are times it means we jump on a plane to meet in a different state, drive a few hours to meet or walk a block or two for a cup of coffee. Regardless of the circumstance, it is all driven by our total commitment to client service. Taking care of our clients and managing their money is our number one priority.
Professional Supporting Staff
Additionally, we work with a fantastic back office who are instrumental regarding; incoming asset transfers, compliance, application due diligence, suitability, follow-up along with client communication.
Professional Supporting Staff
Additionally, we work with a fantastic back office who are instrumental regarding; incoming asset transfers, compliance, application due diligence, suitability, follow-up along with client communication.
Disclosure
Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Advisor. LoPresti Financial Group is a marketing name only and does not carry a separate registration. Dino LoPresti is an Investment Adviser Representative of Trek Financial, LLC.
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. For tax advice consult with a qualified tax professional. For legal advice consult with an attorney. Trek 25/246 Exp. 6/2027
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