Secured Retirements
Highly Engaged Employees
Highly Engaged EmployeesFinance · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
6121 Excelsior Blvd, Minneapolis, Minnes...Phone Number
(952) 460-3260Website
www.securedretirements.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Secured Retirements
Secured Retirement is a retirement planning firm based in Minneapolis, founded by CERTIFIED FINANCIAL PLANNER Joe Lucey. The company specializes in comprehensive retirement planning services, including strategic tax planning, income and investment planning, and healthcare benefits optimization. Their primary focus is to help clients maintain their lifestyle during retirement without financial stress, particularly targeting high net-worth individuals and families transitioning into retirement. With a commitment to fiduciary standards, Secured Retirement aims to deliver tailored financial strategies that align with each client's vision for their ideal retirement.Explore more
Secured Retirements Org Chart
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Activity Insights
Secured Retirements is experiencing very low activity levels compared to other companies in the Finance sector.
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Secured Retirements is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Secured Retirements.
Secured Retirements financials insights
Gather financial insights about Secured Retirements, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
2025
Debt
$100K
Secured Retirements Tech Stack
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Frequently Asked Questions Regarding Secured Retirements
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Secured Retirement is a retirement planning firm based in Minneapolis, founded by CERTIFIED FINANCIAL PLANNER Joe Lucey. The company specializes in comprehensive retirement planning services, including strategic tax planning, income and investment planning, and healthcare benefits optimization. Their primary focus is to help clients maintain their... Read More
