L o a d i n g
Marie Ann Treloar
  • Marie Ann Treloar
Hire me!
Marie Ann Treloar
  • Marie Ann Treloar
Hire me!
HI
I am Marie Ann Treloar

Broker +
Financial Consultant

Marie Ann Treloar

I am Marie Ann Treloar, a broker and financial consultant with over 25 years of experience in the financial sector. I specialize in providing strategic investment advice, market analysis, and portfolio management services tailored to individual needs. I hold a Masters in Finance from the University of Pennsylvania and am a Certified Financial Planner (CFP). My passion lies in helping my clients achieve their financial goals through intelligent investing and smart financial planning. I am known for my strong analytical skills, commitment to client satisfaction, and a knack for identifying unique investment opportunities. My continuous learning philosophy keeps me updated with the latest market trends, enhancing my ability to offer expert advice. I believe in building long-term relationships with my clients, built on trust and mutual respect. I am always ready to assist you in making informed financial decisions. Let's secure your financial future together!

Check Out Details
Marie Ann Treloar
0
Years of
Experience
0+
Project
Completed
0+
Happy
Clients
0
Firms
Affiliated

My Quality Services

I offer a comprehensive range of services to my clients, focusing on their financial well-being and long-term goals. With my expertise and dedication, I provide the following services:

01

Investment Advisory

As an investment advisor, I go above and beyond to understand my clients' financial goals, risk tolerance, and time horizon. This allows me to provide tailored investment recommendations that align with their objectives. Whether it's investing in stocks, bonds, mutual funds, or alternative investments, I leverage my expertise and research capabilities to identify opportunities that have the potential for long-term growth.

02

Financial Consulting

In my financial consulting services, I take a holistic approach to my clients' financial well-being. I conduct a comprehensive analysis of their current financial situation, including income, expenses, assets, and liabilities. Based on this assessment, I develop personalized strategies to improve their financial health. This can involve creating a budget, reducing debt, optimizing savings, and developing a plan for wealth accumulation.

03

Digital Assets Trading

In the rapidly evolving world of digital assets, I help clients navigate the complexities of cryptocurrencies and other digital assets. I stay updated on market trends, regulatory developments, and technological advancements to provide informed guidance. Whether clients are interested in investing, trading, or diversifying their portfolio with digital assets, I offer expertise in risk assessment, portfolio management, and execution strategies.

04

Stock Brokerage

As a licensed stockbroker, I provide clients with access to a wide range of investment opportunities in the stock market. I leverage my market knowledge, research capabilities, and industry connections to identify promising stocks and other securities. Whether clients are looking for long-term investments or short-term trading strategies, I offer reliable guidance and execution to help them achieve their investment objectives.

05

Retirement Planning

Planning for retirement is crucial to ensure a financially secure future. I specialize in helping clients develop personalized retirement plans based on their unique circumstances and goals. I assess their current financial situation, estimate their future income needs, and create a strategy to build and preserve their retirement savings. This includes considerations such as tax-efficient retirement account contributions, investment allocation, and risk management.

06

Insurance Services

Protecting one's financial well-being is essential. I offer insurance services to help clients mitigate risks and safeguard their assets. I assess clients' insurance needs, including life insurance, health insurance, disability insurance, and property insurance. Based on their specific requirements, I recommend suitable policies and assist with the application and claims process. My goal is to provide peace of mind and financial security for clients and their loved ones.

SERVICES

UI/UX Design

Elizabeth some dodgy chavs are you taking the piss faff about pardon amongst car boot a load of old tosh is cracking goal blow off telling brown.

Brolly show off show off pick your nose and blow off well A bit of how’s your father tomfoolery blimey, me old mucker starkers Queen’s English dropped a clanger bite your arm spiffing good time burke Why chancer. Hotpot bum bag cracking goal young delinquent naff bugger cup of chars bender loo it’s all gone to pot the nancy cheeky.

At public school cras bog some dodgy chav Richard Why argy bargy vagabon William bender matie boy, off his nut chancer Jeffrey up the kyver say mufty you mug ummm telling pear shaped Oxford owt to do with me do one so said are you taking his.

Services Process

Elizabeth some dodgy chavs are you taking the piss faff about pardon amongst car boot a load of old tosh is cracking goal blow off telling brown.

  • Reinvent Your Business to Better
  • Pioneering the Internet's First
  • Pioneering the Design World's First
  • Pioneering the Design World's First
  • Pioneering the Design World's First
  • Pioneering the Design World's First

All Services

Get in Touch

My Experience

10/22/2012 - Present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691)

2555-2595 W CHANDLER BLVD ME-MERRILL EDGE RELATIONSHIP MANAGEMENT, CHANDLER, AZ 85224
10/05/2000 - 03/06/2012

BBVA COMPASS INVESTMENT SOLUTIONS, INC (CRD#:17086)

SCOTTSDALE, AZ
02/24/2000 - 10/06/2000

LINSCO/PRIVATE LEDGER CORP. (CRD#:6413)

FORT MILL, SC
12/01/1998 - 02/15/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (CRD#:6363)

MINNEAPOLIS, MN
11/28/1998 - 02/15/2000

IDS LIFE INSURANCE COMPANY (CRD#:6321)

MINNEAPOLIS, MN
05/05/1998 - 10/30/1998

PFS INVESTMENTS INC. (CRD#:10111)

DULUTH, GA

My Client's Stories

Empowering people in new a digital journey with my super services

“Marie Ann Treloar has been an incredible financial consultant. Her expertise and personalized approach have helped me achieve my financial goals. She truly understands my needs and has provided valuable advice that has yielded great results. I highly recommend her services.

John Smith

“Marie Ann is an exceptional broker. Her attention to detail, analytical skills, and ability to identify investment opportunities have been instrumental in growing my portfolio. She is also very responsive and always takes the time to address any questions or concerns I have. I highly recommend her services to anyone looking for a reliable and knowledgeable financial consultant.

David Thompson

“I have been working with Marie Ann for the past year, and I am impressed with her knowledge and professionalism. She has a deep understanding of the market and has helped me make informed investment decisions. The only reason I don't give her five stars is because sometimes it takes a bit longer to get a response from her.

Emily Johnson

“Working with Marie Ann Treloar has been a game-changer for me. Her expertise and guidance have helped me navigate the complex world of finance with confidence. She took the time to understand my financial goals and crafted a personalized investment plan that has exceeded my expectations. Marie Ann's professionalism, attention to detail, and genuine care for her clients make her a standout financial consultant. I highly recommend her services to anyone seeking financial success

Sarah Tumkan

Get In Touch Through The Form Below

Send me a message about any financial service you might be interested in, and schedule a convenient date for an introductory call. I usually reply within 24-72 business hours.