Safe Money Solutions
Finance · Iowa, United States · 1-10 Employees
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Overview
Headquarters
5250 N Park Pl NE Ste 101, Cedar Rapids,...Phone Number
(319) 249-5556Website
www.safemoney123.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
1
1
1
1
1
About Safe Money Solutions
Safe Money Solutions is a full service business and estate planning firm headquartered in Cedar Rapids, Iowa. The company provides financial strategies focused on retirement, tax, and income planning for local and national clients. Its services include business succession planning, legacy planning, and insurance solutions such as life insurance and long-term care. The firm utilizes the New Generation Retirement system, a holistic approach incorporating fiduciary standards and technology to help clients create lifetime income streams and grow generational wealth through customized financial plans.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Safe Money Solutions
<$5M
1-10
Private
-
-
N/A
Safe Money Solutions Tech Stack
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Safe Money Solutions is a full service business and estate planning firm headquartered in Cedar Rapids, Iowa. The company provides financial strategies focused on retirement, tax, and income planning for local and national clients. Its services include business succession planning, legacy planning, and insurance solutions such as life insurance and... Read More
