David C. Treece, Investment Adviser Representative
David C. Treece is the president and founder of Clients Excel, an investment advisory firm in Spartanburg, S.C. David has helped many people understand the role annuities play in their financial planning since his start in the business 10 years ago. He writes a weekly financial newsletter that can be found on his firm’s website. David is an Investment Adviser Representative, and he is insurance licensed.
Phone: 864.641.7955 | Website: www.clientsexcel.com (opens in new tab)
Latest articles by David C. Treece, Investment Adviser Representative
The Risk with Fixed Indexed Annuities
annuities Investors looking for safety and reliability often consider annuities, but fixed indexed annuities can have some variables to them that you need to be aware of.