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TreeceCo is not a registered investment advisory firm and does not provide investment advisory services. Charles A. "Tony" Treece of TreeceCo is a registered investment advisor with Preservation Financial Partners and is licensed to provide investment advice through Preservation Financial Partners. No investment advisory services are provided by TreeceCo. 

The Fixed Index Annuity (FIA) used in varying pages of the website, and within C. Tony  Treece, TreeceCo, LLC data and document distribution, represents policies researched and then presented to the client by C. Tony Treece,  TreeceCo, LLC. FIA’s bought through another agent or agency may include fees, may not include a bonus, and may have distinguishable contract terms and features. C. Tony Treece, TreeceCo, LLC warrants that a potential client must understand the terms and conditions before making a purchase, and that each client represents unique financial circumstances and needs which can impact the product available and the client’s own decision to purchase an FIA. C. Tony Treece, TreeceCo, LLC is not responsible for the consumer decisions of the client. 

All contract payments are based upon the claims paying ability of the carrier, and subject to market participation. The information provided is hypothetical and each individual case is subject to the client’s own financial plan. C. Tony Treece, TreeceCo, LLC is a licensed agency in the State of North Carolina.

All research conducted by C. Tony Treece, TreeceCo, LLC is public source material and verified through multiple sources to include but not be limited to government source data, newspaper, search engine finance sources, financial data websites, etc.

C. Tony Treece, TreeceCo, LLC is individually licensed as an insurance agent in the state of North Carolina and a multiple of jurisdictions. C. Tony Treece, TreeceCo, LLC is a licensed insurance agency firm in the state of North Carolina and also in multiple jurisdictions.

C. Tony Treece, TreeceCo, LLC and its advisors only recommend products for which a client or customer has met stringent suitability requirements under State Law, and equal or greater than requirements of the carrier or custodian.  Suitability is only determined through direct communication with a licensed advisor, and no product is warranted or sold through this website

Most photos are paid stock photography and should not be construed to imply they are actual clients or have a relationship with our firm. All graphs and charts are copyrighted and are properly designated as such.

All case studies reflect actual clients whose names are protected for compliance with privacy statutes and regulations. Any reference to stock performance is based upon historical data that is public sourced. No statement made herein is to suggest stock market performance or future performance, and no case study is used to imply future performance or testimonial. Any case study which implies testimony is only in reference to customer service satisfaction and not investment performance.

All reference to loss or gain in an account is due to stock market fluctuation and not the deposit, withdrawal, or surrender of an account by an account owner.

All photos are paid stock photography and should not be construed to imply they are actual clients or have a relationship with our firm.   All graphs and charts are copyrighted and are properly designated as such.

"Dow Jones," "Dow Jones Industrial Average" and "DJIA" are service marks of Dow Jones & Company, Inc. and have been licensed for use for certain purposes by individual insurance companies.  This product is linked to Dow Jones Industrial Average, and is not sponsored, endorsed, sold or promoted by Dow Jones; and Dow Jones makes no representation regarding the advisability of purchasing this product.  DJIA does not include dividends.

"Standard & Poor's®", "S&P®", "S&P 500®", "Standard & Poor's 500", and "500" are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use by individual insurance companies.  This product is not sponsored, endorsed, sold or promoted by Standard & Poor's, and Standard & Poor's makes no representation regarding the advisability of purchasing this product.  S&P 500® Index does not include Dividends.

The Nasdaq-100®, Nasdaq-100 Index®, and Nasdaq® are trade or service marks of the Nasdaq Stock Market Inc. (which with its affiliates are the Corporations) and are licensed for use by individual insurance companies. Fixed Indexed Annuities (FIAs) have not been passed on by the Corporations as to their legality or suitability.  FIAs are not issued, endorsed, sold or promoted by the Corporation.  THE CORPORATION MAKES NO WARRANTY AND BEARS NO LIABILITY WITH RESPECT TO FIAs.

C. Tony Treece, TreeceCo, LLC as represented by www.TreeceCo.com (the "Site") does not constitute advice, recommendations, mediation or counseling under any circumstance and no fiduciary or attorney-client relationship is formed. The Site and the information contained herein do not constitute an offer or a solicitation of an offer for sale of any securities. This site provides publicly sourced information and private research which the site visitor can use to consider choosing a C. Tony  Treece, TreeceCo, LLC financial advisor to communicate with for advice and guidance. The site itself does not proffer legal, tax, financial or professional advice or consultation.

We do not warrant or guarantee the accurateness, completeness, adequacy or currency of the information contained in or linked to the Site. Your use of information on the Site or materials linked to the Site is entirely at your own risk. You should check with your attorney and/or tax advisor to determine the suitability of a strategy, transaction or any investment before taking any action. C. Tony Treece, TreeceCo, LLC financial advisors are available for this purpose but licensing requirements including, but not limited to, client suitability require a personal communication between the parties to commence any formal, professional representation.

The employees, contractors, consultants, representatives or affiliates of C. Tony Treece, TreeceCo, LLC may hold positions in the stocks or industries discussed herein. You understand and acknowledge that there is a very high degree of risk involved in trading securities. C. Treece Treece, TreeceCo, LLC its employees, contractors, advisors, consultants and representatives, and all affiliates of C. Tony Treece, TreeceCo, LLC assume no responsibility or liability for your trading and investment results.

Company names, products, services and branding shown on the Site may be trademarks or registered trademarks of their respective owners and the owners retain all legal rights. The use of trademarks or service marks of an entity is not a representation that such entity is affiliated with, sponsors, is sponsored by, endorses, or is endorsed by C. Tony Treece, TreeceCo, LLC.

© C. Tony Treece, TreeceCo, LLC All Rights Reserved – C. Tony Treece, TreeceCo, LLC and its advisors only recommend products for which a client or customer has met stringent suitability requirements under State Law, and equal or greater than requirements of the carrier or custodian. Suitability is only determined through direct communication with a licensed advisor, and no product is represented, warranted or recommended until a consumer has had direct contact with a licensed advisor. This is not an offer or solicitation for brokerage services, investment advisory services, or other products or services in any jurisdiction where we are not authorized to do business, or where such offer or solicitation would be contrary to the laws of that jurisdiction.  Website viewers should visit the disclaimer page for all legal disclosures regarding the website and the content herein. All case studies reflect actual clients whose names are protected for compliance with privacy statutes and regulations. Any reference to stock performance is based upon historical data that is public sourced. Past performance does not guarantee future performance, and all investments are subject to market risk. No statement made is to suggest stock market performance or future performance, and no case study is used to imply future performance or testimonial.  All claims are subject to the claims paying ability of the custodian of the account.  All stock market investments are subject to risk. Any case study which implies testimony is only in reference to customer service satisfaction and not investment performance. No investment advice is rendered and all information is educational in nature.


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