Chamber of Commerce

      Trek Wealth Planning

      ( 4 Reviews )

      Trek Wealth Planning
      • 910 E Broadway Suite 200
        Columbia, MO 65201
      •   573-367-5577
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      Hours

      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      5.0 - (4 reviews)
      4
      0
      0
      0
      0
      Read Our 4 Reviews

      Chamber Rating

      5.0 - (4 reviews)
      4
      0
      0
      0
      0
      › ‹
      • Justin Shrader

        My wife and I have been working with Jordan for about a year, and our experience has been amazing. Jordan has invested time to get to know us on a personal level, which ensures he is tailoring our approach in a way that best suits our near-term and long-term goals. Not only do we feel much more confident with our financial plan since working with Jordan, the piece of mind that comes with having his expertise on our side is invaluable. We could not recommend Jordan more highly.
        Jun 4th, 2023

      • Stephen Hindman


        Jan 18th, 2023

      • Audrey Gauthe

        Jordan has been a blessing to us and our finances. He is very knowledgeable and dedicated to helping each person individually. He is extremely trustworthy and transparent. He is easy to talk with and we are extremely grateful to have him assisting us with our finances. You will not find a better financial advisor and friend.
        Jan 4th, 2023

      • Brook Campbell


        Jan 4th, 2023

      Read Our 4 Reviews

      About
      Trek Wealth Planning

      Trek Wealth Planning is a fiduciary financial advisor based in Columbia, MO, serving clients nationwide. We are dedicated to helping families get ahead financially so they can pursue work they enjoy, have lifestyle flexibility, and spend more time with the people they love.

      Contact Info

      •   573-367-5577

      Services

      • Financial Planning
      • Financial Advice
      • Investment Management
      • Education savings consulting
      • Estate planning
      • Home purchasing consulting
      • Insurance purchase consulting
      • Investment advising
      • Retirement savings consulting
      • Tax planning
      • Wealth management

      Questions & Answers

      Q What is the phone number for Trek Wealth Planning?

      A The phone number for Trek Wealth Planning is: 573-367-5577.

      Q Where is Trek Wealth Planning located?

      A Trek Wealth Planning is located at 910 E Broadway Suite 200, Columbia, MO 65201

      Q What is the internet address for Trek Wealth Planning?

      A The website (URL) for Trek Wealth Planning is: https://www.trekwealth.com/

      Q What days are Trek Wealth Planning open?

      A Trek Wealth Planning is open:
      Tuesday: 9:00 AM - 5:00 PM
      Wednesday: 9:00 AM - 5:00 PM
      Thursday: 9:00 AM - 5:00 PM
      Friday: 9:00 AM - 5:00 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 9:00 AM - 5:00 PM

      Q How is Trek Wealth Planning rated?

      A Trek Wealth Planning has a 5.0 Star Rating from 4 reviewers.

      Hours

      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 5:00 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:00 PM

      Related Categories

      Ratings and Reviews
      Trek Wealth Planning

      Overall Rating

      Overall Rating
      ( 4 Reviews )
      4
      0
      0
      0
      0
      Write a Review

      Justin Shrader on Google

      image My wife and I have been working with Jordan for about a year, and our experience has been amazing. Jordan has invested time to get to know us on a personal level, which ensures he is tailoring our approach in a way that best suits our near-term and long-term goals. Not only do we feel much more confident with our financial plan since working with Jordan, the piece of mind that comes with having his expertise on our side is invaluable. We could not recommend Jordan more highly.

      Stephen Hindman on Google

      image

      Audrey Gauthe on Google

      image Jordan has been a blessing to us and our finances. He is very knowledgeable and dedicated to helping each person individually. He is extremely trustworthy and transparent. He is easy to talk with and we are extremely grateful to have him assisting us with our finances. You will not find a better financial advisor and friend.

      Brook Campbell on Google

      image

      Overall Rating

      Overall Rating
      ( 4 Reviews )
      4
      0
      0
      0
      0

      Write a Review

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