Secure Money Advisors

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

504 S Main St # 102, Zelienople, Pennsyl...

Phone Number

(724) 382-1298

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Secure Money Advisors

Secure Money Advisors specializes in helping clients plan and protect their retirement through personalized, low-risk investment strategies. They offer a range of services including retirement income solutions, wealth management, IRA rollover services, and life insurance. The company focuses on building trust and long-term relationships with individuals and families seeking dependable financial guidance. Their commitment as fiduciaries ensures that they act in the best interests of their clients while providing structured and thoughtful financial planning.Explore more
Secure Money Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Secure Money Advisors Org Chart

PhoneEmail
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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Compare Similar Companies to Secure Money Advisors

Compare insights from companies similar to Secure Money Advisors, 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 Money Advisors

<$5M
1-10
Private
<$5M
2007
SE
Susan EllisVice President, Finance, Data Management & Systems
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
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Secure Money Advisors Tech Stack

A closer look at the technologies used by Secure Money Advisors

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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, Insurance, Securities Trading
What is Secure Money Advisors competition?
Secure Money Advisors top competitors include: Westex Investment Services, Great Lakes Wealth Advisors, Klauenberg Retirement Solutions
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 specializes in helping clients plan and protect their retirement through personalized, low-risk investment strategies. They offer a range of services including retirement income solutions, wealth management, IRA rollover services, and life insurance. The company focuses on building trust and long-term relationships with indivi... duals and families seeking dependable financial guidance. Their commitment as fiduciaries ensures that they act in the best interests of their clients while providing structured and thoughtful financial planning.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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