TREXEL & Associates, LLC
East Bay Investment & Financial Consultant
Helping you create and protect your wealth with knowledge, experience and professional resources.
 



Mary H. Trexel, CFS
Registered Principal
Investment & Financial Consultant

AZ License 990120
CA License OC13024
CO License 339996
GA License 2838154
HI License 358513
IL License 2657622
LA License 543208
NM License 282911
NV License 167116
OK License 100122942
OR License 168346
WA License 240434

Ask yourself:

  1. Do you know your present net worth?

  2. Have you already established a will or a personal trust?
    Do you know the difference between the two?

  3. Do you know what your tax liability will be upon death?

  4. When was the last time you had your investments, life

  5. insurance policies or annuity contracts reviewed?

  6. Do you remember who you named as beneficiaries on
    your investment accounts, insurance policies, annuity
    contracts, etc.?

  7. Do you have a written LTC Plan?

  8. Will you outlive your money?

If you cannot answer all of these questions,
call now for a free appointment!

Mary H. Trexel, CFS
1801 Oakland Blvd., Suite 230
Walnut Creek, CA 94596
Toll free: (866) 212-6279
Office: (925) 287-4530
Fax: (925) 934-3361
Already a client? Refer a friend, family member or co-worker now!