We are a financial services firm located in downtown Spartanburg, South Carolina. Connect with us by calling 864.618.4800.

Our Clients Excel
with Financial Confidence, Protection and Growth

We help retirees preserve assets, create income that cannot be outlived, and ensure they will leave a lasting legacy.

 

Today’s retirees face challenges unique to their generation. Record low interest rates, longer life expectancy, government deficits, and inflation to name a few of the issues. We address each of these with our clients to put them on a path to excel in retirement.

 
Clients Excel President David Treece

About

David Treece is focused on helping retirees navigate the challenges they face in retirement. Character and treating others as he would want to be treated were centerpieces when he founded Clients Excel and they continue to be to this day.

David began his career in financial services nearly a decade ago. He spent much of his childhood with his grandparents. As a result, he is able to better understand the obstacles aging presents. This led David in to a career of working with senior citizens. His goal is to create a strategy for each of his clients that will enable them to be confident that their finances are in good order.

David is a licensed insurance producer in numerous states and has worked with hundreds of retirees. He is a member of the National Ethics Association. He also enjoys being active and participating in F3, a men’s morning workout group. David and his wife Mallory have a daughter named Ameila, and they are members of Grace Presbyterian Church in Spartanburg. He has also been a longtime benefactor of the Mocha Club, an organization that provides clean drinking water for people in Africa.

The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

Clients Excel President David Treece

Take Action

Ready to take the next step? Attend one of our free upcoming seminars.

March 5th Dinner at 6:00 PM at
City Range Steakhouse in Spartanburg

March 12th Dinner at 6:00 PM at
City Range Steakhouse in Spartanburg

April 23rd Dinner at 6:30 PM at
City Range Steakhouse in Spartanburg

April 25th Dinner at 6:30 PM at
The Standard Steakhouse in Spartanburg

April 30th Lunch at 11:30 AM at
City Range Steakhouse in Spartanburg

May 16th Dinner at 6:30 PM at
The Standard Steakhouse in Spartanburg

May 21st Dinner at 6:30 PM at
City Range Steakhouse in Spartanburg

May 22nd Lunch at 11:30 AM at
City Range Steakhouse in Spartanburg

July 23rd at 6:30 PM at
City Range Steakhouse in Spartanburg

July 25th at 6:30 PM at
The Standard Steakhouse in Spartanburg

July 30th at 11:30 AM
City Range Steakhouse in Spartanburg

September 5th at 6:30 PM
City Range Steakhouse in Spartanburg

September 10th at 6:30 PM
The Standard Steakhouse in Spartanburg

Call 864.618.4800 to reserve your seats. There is no cost to attend. To attend you or your spouse must be over 60 years old. You must reserve your spot.

No time to attend a seminar but need financial help? Call to schedule a no obligation meeting with David.