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Safe Wealth Planners
Finance · Canada · 11-50 Employees
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Overview
Headquarters
120 Okanagan Ave SE, Salmon Arm, British...Website
www.safewealthplanners.caRevenue
<$5 MillionIndustry
About Safe Wealth Planners
Safe Wealth Planners Inc. is an independent, full-service financial planning office that specializes in wealth, legacy, tax, and protection planning. The company offers a wide range of services including financial planning, life insurance, education plans, employee benefits, and retirement plans, tailored to meet the unique needs of families. Founded by Steve J Hammer, SWP focuses on building long-term relationships with clients and professional partners to secure their financial futures. The firm primarily serves corporate clients while also advising on charitable giving and maximizing tax savings.Explore more
SIC Code 62,628NAICS Code 52,523Show moreSafe Wealth Planners Org Chart
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Safe Wealth Planners Tech Stack
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Safe Wealth Planners Inc. is an independent, full-service financial planning office that specializes in wealth, legacy, tax, and protection planning. The company offers a wide range of services including financial planning, life insurance, education plans, employee benefits, and retirement plans, tailored to meet the unique needs of families. Found... Read More
