TREXEL & Associates


	TREXEL & Associates
	East Bay Investment & Financial Consultant

Mary H. Trexel, CFS
Registered Principal
Investment & Financial Consultant

CA License OC13024
HI License 358513
OR License 168346
NJ License 168346
NV License 167116
WA License 240434

Ask yourself:

Do you know your present net worth?
Have you already established a will or a personal trust?
Do you know the difference between the two?
Do you know what your tax liability will be upon death?
Do you remember whom you named as beneficiary on all of
your investment accounts, insurance policies,
annuity contracts, etc.?
When was the last time you had your investments, life
insurance policies or annuity contracts reviewed?
Will you outlive your money?

If you cannot answer all of these questions,
call now for a free appointment!

	Mary H. Trexel, CFS 1901 Olympic Blvd., Suite 204 Walnut Creek, CA 94596	Toll free: (866) 212-6279 Office: (925) 287-4530 Fax: (925) 934-3361

Already a client? Refer a friend, family member or co-worker now!


	Photos from our 2009 Open House!

	Securities products offered through registered representatives of SCF Securities, Inc. Member FINRA, SIPC. 155 E. Shaw Ave., Suite 102, Fresno, CA 93710 • (800) 955-2517 • Fax (559) 456- 6109 SCF Securities, Inc. and TREXEL & Associates are not affiliated.