Secure Benefits Group

Finance · Washington, United States · 11-50 Employees

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Overview

Headquarters

12020-113th Ave NE Ste 205, Kirkland, Wa...

Phone Number

(425) 820-7300

Revenue

$5.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Secure Benefits Group

Secure Benefits Group, Inc. specializes in estate planning and financial services, providing resources such as calculators, newsletters, and informative videos to assist clients. The company aims to support individuals and families in navigating financial challenges, particularly related to end-of-life care and estate taxes. Their services are primarily targeted at residents of Washington and California. Secure Benefits Group emphasizes the importance of seeking professional advice for legal and financial matters.Explore more
Popular Searchessecure benefits group IncSecure Benefits GroupSecure Benefits IncBenefits Group IncBroadridge Investor Communication Solutions IncSIC Code 62,628NAICS Code 52,523Show more

Secure Benefits Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Secure Benefits Group

$5.3M
11-50
Private
<$5M
1991
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
1960
N/A
<$5M
1-10
Private
-
2008
KH
Kelle HuffmanFinancial Advisor & Director, Trust Services
<$5M
1-10
Private
-
2019
MH
Michael HarmsManager, Tax
<$5M
11-50
Private
-
2005
AJ
Aaron JohnsonClient Relationship Manager
<$5M
1-10
Private
-
2012
CF
Collin FlathersFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Secure Benefits Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Secure Benefits Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Secure Benefits Group.

Secure Benefits Group financials insights

Gather financial insights about Secure Benefits Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$18K

See All Secure Benefits Group's Financials Insights

Secure Benefits Group Tech Stack

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Frequently Asked Questions Regarding Secure Benefits Group

What is Secure Benefits Group's official website?
Secure Benefits Group's official website is www.sbgonline.com
What is Secure Benefits Group's Revenue?
Secure Benefits Group's revenue is $5.3 Million
What is Secure Benefits Group's SIC code?
Secure Benefits Group's SIC: 62,628
What is Secure Benefits Group's NAICS code?
Secure Benefits Group's NAICS: 52,523
How many employees does Secure Benefits Group have?
Secure Benefits Group has 11-50 employees
What industry does Secure Benefits Group belong to?
Secure Benefits Group is in the industry of: Finance, Securities Trading
What is Secure Benefits Group competition?
Secure Benefits Group top competitors include: Fountainhead Wealth, Family Office Services, The Hanson-Fisher Wealth, Southeast Retirement Planners
What technology does Secure Benefits Group use?
Some of the popular technologies that Secure Benefits Group uses are: Cloudflare Website Optimization, Google Font API, Neustar UltraDNS, Microsoft 365
How do I contact Secure Benefits Group?
Secure Benefits Group contact info: Phone number: (425) 820-7300 Website: www.sbgonline.com
What does Secure Benefits Group do?

Secure Benefits Group, Inc. specializes in estate planning and financial services, providing resources such as calculators, newsletters, and informative videos to assist clients. The company aims to support individuals and families in navigating financial challenges, particularly related to end-of-life care and estate taxes. Their services are prim... arily targeted at residents of Washington and California. Secure Benefits Group emphasizes the importance of seeking professional advice for legal and financial matters.Read More

Is Secure Benefits Group a public company?
Secure Benefits Group is private company therefore does not currently have an official ticker symbol
See more information about Secure Benefits Group

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