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TREK Financial

TREK Financial
1719 Hill Ave Spirit Lake , IA

TREK Financial website: trekia.com At Trek Financial , we believe in transparency and a family oriented approach. We invite you to come into our newly renovated office at 1719 Hill Avenue in Sprit Lake and introduce yourself, we'd love to meet you. You will no doubt feel comfortable in the environment created for you and know you will enjoy meeting Chip Wittrock "The NO TIE INVESTMENT GUY". You can see for yourself that TREK Financial's mission and culture are built on excellence, integrity and trust; we strive to create an engaging and pleasant experience for you. Don't be shy, just stop by. Chip is an Investment Advisor Representative (IAR) providing straightforward, sophisticated and effective insurance and investment solutions, successfully helping clients structure their assets to help ensure that they have the lifestyle they want while minimizing their risk. Chip says " If your wealth management approach is not integrated with your risk management approach and your tax planning approach…it is fundamentally flawed." Chip his wife Renee Wittrock formed Wittrock Financial Group in 1987 focused on simple, and effective strategies, they changed the way clients benefit from insurance and investments.

480-658-0638
ZIP Code
51360

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