Secure Money Advisors

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

504 S Main St Ste 102, Zelienople, Penns...

Phone Number

(724) 382-1298

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Secure Money Advisors

Secure Money Advisors is a financial planning firm based in Pittsburgh, specializing in retirement financial planning services. They offer a range of services including annuity plans, fiduciary services, IRA rollovers, life insurance, and wealth management. The company aims to build trust with clients by providing personalized investment strategies to secure their financial future. Their target clients include individuals seeking guidance for retirement planning and those dissatisfied with their current financial advisors.Explore more
Secure Money Advisors's Social MediaPopular SearchesSecure Money Advisors CoSecure Money AdvisorsSecure Money Advisors LLCSecure Money LLCSecure Money Advisors - HomeSIC Code 62,628NAICS Code 52,523Show more

Secure Money Advisors Org Chart

SB
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President, Chief Executive Officer

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SE
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Vice President, Finance, Data Management & Sy...

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MW
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Director, Business & Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Secure Money Advisors

<$5M
1-10
Private
<$5M
2007
SB
Steve BrianPresident, CEO
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Secure Money Advisors financials insights

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

2021

Debt

$113K

See All Secure Money Advisors's Financials Insights

Secure Money Advisors Tech Stack

A closer look at the technologies used by Secure Money Advisors

Top Finance Companies

Frequently Asked Questions Regarding Secure Money Advisors

What is Secure Money Advisors's official website?
Secure Money Advisors's official website is www.securemoneyadvisors.com
What is Secure Money Advisors's Revenue?
Secure Money Advisors's revenue is <$5 Million
What is Secure Money Advisors's SIC code?
Secure Money Advisors's SIC: 62,628
What is Secure Money Advisors's NAICS code?
Secure Money Advisors's NAICS: 52,523
How many employees does Secure Money Advisors have?
Secure Money Advisors has 1-10 employees
What industry does Secure Money Advisors belong to?
Secure Money Advisors is in the industry of: Finance, Securities Trading
What is Secure Money Advisors competition?
Secure Money Advisors top competitors include: Westex Investment Services, Great Lakes Wealth Advisors, Phase 2 Wealth Advisors, Cape Cod Wealth Strategies & Insurance Services
What technology does Secure Money Advisors use?
Some of the popular technologies that Secure Money Advisors uses are: Cloudflare Website Optimization, Google Cloud Web Serving, Google Cloud Platform, YouTube
How do I contact Secure Money Advisors?
Secure Money Advisors contact info: Phone number: (724) 382-1298 Website: www.securemoneyadvisors.com
What does Secure Money Advisors do?

Secure Money Advisors is a financial planning firm based in Pittsburgh, specializing in retirement financial planning services. They offer a range of services including annuity plans, fiduciary services, IRA rollovers, life insurance, and wealth management. The company aims to build trust with clients by providing personalized investment strategies... to secure their financial future. Their target clients include individuals seeking guidance for retirement planning and those dissatisfied with their current financial advisors.Read More

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

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