Secure Estate Group

Business Services · United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Business Services Project Management
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Secure Estate Group

Secure Estate Group is a consulting firm specializing in estate planning, asset protection, and retirement planning for individuals, businesses, and financial professionals. With over two decades of experience, they focus on creating comprehensive estate plans that reflect the values and intentions of their clients and their families. The firm offers a variety of services, including project leadership, planning, design, and management, ensuring that all projects are executed efficiently and effectively. They provide no-cost initial consultations to assess the needs of potential clients and determine the best way to work together.Explore more
Popular SearchesSecure Estate GroupSecureEstateGroup.comSIC Code 87,874NAICS Code 54,541Show more

Is Secure Estate Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Secure Estate Group

Compare insights from companies similar to Secure Estate Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Secure Estate Group

<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1989
MB
Margi BujanChief Financial Officer
<$5M
1-10
Private
<$5M
1998
DR
David RosenblattDirector, Policy Services
<$5M
1-10
Private
-
2015
RM
Ryan MizerManaging Director
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
AD
Aleksandra DickinsonDirector, Operations & Business Development
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Secure Estate Group is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

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

Secure Estate Group Tech Stack

A closer look at the technologies used by Secure Estate Group

Top Business Services Companies

Frequently Asked Questions Regarding Secure Estate Group

What is Secure Estate Group's official website?
Secure Estate Group's official website is www.secureestategroup.com
What is Secure Estate Group's Revenue?
Secure Estate Group's revenue is <$5 Million
What is Secure Estate Group's SIC code?
Secure Estate Group's SIC: 87,874
What is Secure Estate Group's NAICS code?
Secure Estate Group's NAICS: 54,541
How many employees does Secure Estate Group have?
Secure Estate Group has 1-10 employees
What industry does Secure Estate Group belong to?
Secure Estate Group is in the industry of: Business Services, Project Management
What is Secure Estate Group competition?
Secure Estate Group top competitors include: Howard Kaye Insurance Agency, MDR Insurance & Financial Services, Wolfgang Financial and Insurance Agency, New York Life Insurance
What technology does Secure Estate Group use?
Some of the popular technologies that Secure Estate Group uses are: DigiCert, Google Workspace, Apache HTTP Server, jQuery
What does Secure Estate Group do?

Secure Estate Group is a consulting firm specializing in estate planning, asset protection, and retirement planning for individuals, businesses, and financial professionals. With over two decades of experience, they focus on creating comprehensive estate plans that reflect the values and intentions of their clients and their families. The firm offe... rs a variety of services, including project leadership, planning, design, and management, ensuring that all projects are executed efficiently and effectively. They provide no-cost initial consultations to assess the needs of potential clients and determine the best way to work together.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.