North Carolina Financial Planning

TreeceCo Financial is a North Carolina based financial planning company, based out of Concord, North Carolina.




The Charlotte metro area of North Carolina is home to many hardworking people who earnestly save for retirement. Our clients come from many professions, and what all of our clients have in common is that they do not like the ups and downs of the stock market, they want to avoid losing money, and they love having financial consistency no matter what is going on in the world. 

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North Carolina Financial Planning: Want the Best?

Our financial planning business was birthed in North Carolina in 1984. We were using safe money financial planning principles before they became popular. Our financial strategies to help our clients avoid losing money have allowed Tony Treece, the president of TreeceCo, to consistently rank in the top 1% to 5% of financial advisors worldwide. We pride ourselves on being the best in the business, primarily because we always put our clients’ interests first.

Financial planning can be a difficult topic to understand. For this reason, financial education has been emphasized in our business model. We regularly write newsletters and often host free dinner seminars in the Concord, North Carolina area. We study for hours each week to understand what is going on the financial marketplace. We challenge you to find a financial advising firm that stays in better contact with its clients.

The financial industry is constantly evolving, and the Internet has drastically increased the speed of change. It is critical that you engage with a financial advisor who is knowledgeable and will be around in a few years. It’s important to have a financial planner who enjoys staying on top of the trends and can navigate and decipher what is happening. Sadly, after major market corrections many financial advisors find other professions, because they can’t fathom the thought of having to face their clients in the aftermath. At TreeceCo we help clients avoid losing money during these times, so it’s no issue seeing our clients after the bottom has dropped out of the stock market.

North Carolina Financial Planning

TreeceCo Financial, LLC was formed as a North Carolina company and is based in Concord, North Carolina. However, we service clients in many cities and towns across North Carolina. We have a nationwide footprint with clients in many states. Our services include financial planning, annuity sales, life insurance sales, helping senior citizens with Medicare supplement insurance, and more.

If creating financial peace of mind and security sounds like what you are looking for, we would be happy to schedule a time to speak with you and help you become more financially secure.