I've never met a financial planner like David Treece. He really cares about people, and his clients…read moreare treated like family. It's scary when parents get old and doing the right thing doesn't come easy. But at Treece I was made to feel like everything would be taken care of, and it was. They knew the best people to call for everything like healthcare, assisted living and long term care that didn't break the bank.

From the owner: TreeceFi is your Retirement CFO…read more Financial advocacy for those aging alone and the LGBTQ+ community. Get honest answers to every question. No jargon or industry lingo. No pressure or sales talk. Maximize your income for life. Our job is to not only create a lifetime income plan for you but to also help you prepare for unexpected health care and long-term care expenses that may increase over the years. Gain a team who fights for you. When financial injustice occurs, we are strong advocates for our clients. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.

Greg did a wonderful job preparing and filing my taxes. Throughout the entire process he was…read moreresponsive, professional, and courteous. He answered every email and phone call promptly. I also appreciate how patient he was during our preliminary conversation when we were discussing my tax needs. Also, Greg is not only skilled in filing federal taxes but was able to help resolve an issue involving an out of state filing. I highly recommend!

Morris Esquenazi and his co-worker Jose Torres from Northwestern scammed me of $18,000. I was…read moreintroduced to them by a friend who ended up getting scammed as well. They sold me a life insurance policy based on lies. Instead of giving me the right answers to all my questions they lied to make me believe something else. I was paying $1,500 a month to make 5% on what I put in a year. One of my main concerns and the question I asked repeatedly was if I could take my money out whenever I wanted to and they reassured me that I would be able to take it out whenever I pleased which was a complete lie. They put me on a whole life insurance which I cant take the money out how they had explained to me. After speaking to several other people in the same field as them they advised me that the whole life insurance wasn't beneficial to me and the only reason why Morris & Jose put me on the whole life insurance policy was because they win a $10,000 commission. So pretty much they scammed me and knew what they were doing to cash in on that commission. I am writing this review because I hope no one else falls for this scam!

I have had the pleasure of knowing Morris for over 10 years. He has consulted for me on many…read moreoccasions on business matters. I highly trust his professionalism and ethics and strongly recommend him as a financial advisor!