Secure Future Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

4489 Far Hills Ave, Dayton, Ohio, 45429,...

Phone Number

(937) 853-7527

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Secure Future Advisors

Secure Future Advisors is a retirement planning and financial solutions company based in Kettering, Ohio, focused on providing innovative processes, tools, and investment and insurance solutions. The firm adopts a conservative approach to investing, aiming to help clients allocate their retirement savings effectively. They prioritize building strong relationships with clients, viewing themselves as stewards, teachers, and advocates in the journey towards a secure financial future. Their services include comprehensive planning, tax planning, and portfolio management tailored to the needs of individuals seeking retirement solutions.Explore more
Secure Future Advisors's Social MediaPopular SearchesSecure Future Advisors LLCSecure Future AdvisorsFuture Advisors LLCSecure Future Risk Advisors IncThe Secure Future Advisor LLCSIC Code 62,628NAICS Code 52,523Show more

Secure Future Advisors Org Chart

JE
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President & Chief Executive Officer

PhoneEmail
JT
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Financial Advisor

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Secure Future Advisors

<$5M
1-10
Private
<$5M
2005
JE
Jeremy ElgartenPresident & CEO
$6.7M
1-10
Private
-
1985
WJ
Wendi JensenDirector, Client Services
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
1996
Jordan Kreiner, President & Founder & Investment Advisor & Representative at Kreiner Financial Wealth Management
Jordan KreinerPresident & Founder & Investment Advisor & Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
DK
Dave KnutsenSenior Director
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Secure Future Advisors financials insights

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

2021

Debt

$39K

See All Secure Future Advisors's Financials Insights

Secure Future Advisors Tech Stack

A closer look at the technologies used by Secure Future Advisors

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Frequently Asked Questions Regarding Secure Future Advisors

What is Secure Future Advisors's official website?
Secure Future Advisors's official website is www.securefutureadvisor.com
What is Secure Future Advisors's Revenue?
Secure Future Advisors's revenue is <$5 Million
What is Secure Future Advisors's SIC code?
Secure Future Advisors's SIC: 62,628
What is Secure Future Advisors's NAICS code?
Secure Future Advisors's NAICS: 52,523
How many employees does Secure Future Advisors have?
Secure Future Advisors has 1-10 employees
What industry does Secure Future Advisors belong to?
Secure Future Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Secure Future Advisors competition?
Secure Future Advisors top competitors include: Richard Horvath, Retirement Income USA, The Holland Group, Advanced Retirement Strategies
What technology does Secure Future Advisors use?
Some of the popular technologies that Secure Future Advisors uses are: Eploy, Engage ATS, Google Font API, Node.js
How do I contact Secure Future Advisors?
Secure Future Advisors contact info: Phone number: (937) 853-7527 Website: www.securefutureadvisor.com
What does Secure Future Advisors do?

Secure Future Advisors is a retirement planning and financial solutions company based in Kettering, Ohio, focused on providing innovative processes, tools, and investment and insurance solutions. The firm adopts a conservative approach to investing, aiming to help clients allocate their retirement savings effectively. They prioritize building stron... g relationships with clients, viewing themselves as stewards, teachers, and advocates in the journey towards a secure financial future. Their services include comprehensive planning, tax planning, and portfolio management tailored to the needs of individuals seeking retirement solutions.Read More

What are Secure Future Advisors social media links?
Secure Future Advisors Linkedin page Secure Future Advisors Facebook page
Is Secure Future Advisors a public company?
Secure Future Advisors is private company therefore does not currently have an official ticker symbol
See more information about Secure Future Advisors

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