LoPresti Financial Group

Medina, Ohio

Call (330) 952-2555 Visit website →

About

LoPresti Financial Group, based in Medina, Ohio, provides financial planning and investment management services as a fiduciary under Trek Financial LLC, an SEC-registered investment advisor. The firm emphasizes in-person client relationships and operates independently, meaning advisors are not subject to sales quotas that could conflict with client interests. Anthony J. LoPresti serves as Vice President, and the firm works with both local and national clients, backed by a supporting compliance and operations team.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-12PM, Saturday: Closed
SEC registered
No
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