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Frequently Asked Questions (FAQ) About
Wells Trecaso Financial Group LLC

Where is Wells Trecaso Financial Group LLC Located

3560 WEST MARKET STREET, SUITE 340, AKRON, OH

Is the firm operating under a legal name?

The firm is using the following primary business name: Wells Trecaso Financial Group LLC, while the legal name is: WELLS TRECASO FINANCIAL GROUP, LLC

How many employees does the firm employ?

Wells Trecaso Financial Group LLC has 5 employees, of which 3 are employees in advisory roles .

How many clients does the firm serve?

The number of clients served by it is unknown.

What are the top holdings of this firm?

MICROSOFT CORP | Apple Inc | JPMORGAN CHASE & CO | PROCTER & GAMBLE CO | JOHNSON & JOHNSON | Thermo Fisher Scientific Inc | VISA INC COM CL A | EATON CORPORATION | UNITED TECHNOLOGIES | INTL BUSINESS MCHN

What other investment firms are located in the vicinity?

EGI Financial Inc | The Jentner Corporation | True Wealth Design LLC | Presper Financial Architects LLC | Kohmann Bosshard Financial Services LLC | Valmark Advisers Inc | Symphony Financial Services Inc | Valmark Retirement Advisers LLC | Oak Associates Ltd | Springside Partners LLC

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