Security First Financial

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

12334 SW Sunset Lake Ln, Port Saint Luci...

Phone Number

(732) 210-6916

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 Security First Financial

Security First Financial LLC specializes in providing financial consulting services aimed at retirees and individuals planning for retirement. They focus on helping clients avoid costly mistakes with their retirement accounts, such as IRAs and 401ks, by offering strategies to convert assets into reliable income streams. The company also provides tax-saving solutions like ROTH conversions to enhance clients' retirement plans. With a commitment to client care, they guide clients through the complexities of personal finance to ensure a secure retirement.Explore more
Popular SearchesSecurity First Financial LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Security First Financial

<$5M
1-10
Private
-
-
N/A
$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2003
LG
Leeland GrayManaging Member, Owner, Portfolio Manager, President
<$5M
1-10
Private
-
2011
MC
Manos CitoOwner, Founder
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2014
MA
Mark AlcornFounding Member and President
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Security First Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Security First Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Security First Financial.

Security First Financial Tech Stack

A closer look at the technologies used by Security First Financial

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Frequently Asked Questions Regarding Security First Financial

What is Security First Financial's official website?
Security First Financial's official website is www.securityfirstfinancial.org
What is Security First Financial's Revenue?
Security First Financial's revenue is <$5 Million
What is Security First Financial's SIC code?
Security First Financial's SIC: 62,628
What is Security First Financial's NAICS code?
Security First Financial's NAICS: 52,523
How many employees does Security First Financial have?
Security First Financial has 1-10 employees
What industry does Security First Financial belong to?
Security First Financial is in the industry of: Finance, Insurance, Securities Trading
What is Security First Financial competition?
Security First Financial top competitors include: Journey Capital Advisers, Income for Life, Green Pastures Wealth Management, FindYourAnnuity
What technology does Security First Financial use?
Some of the popular technologies that Security First Financial uses are: Google Global Site Tag, Calendly
How do I contact Security First Financial?
Security First Financial contact info: Phone number: (732) 210-6916 Website: www.securityfirstfinancial.org
What does Security First Financial do?

Security First Financial LLC specializes in providing financial consulting services aimed at retirees and individuals planning for retirement. They focus on helping clients avoid costly mistakes with their retirement accounts, such as IRAs and 401ks, by offering strategies to convert assets into reliable income streams. The company also provides ta... x-saving solutions like ROTH conversions to enhance clients' retirement plans. With a commitment to client care, they guide clients through the complexities of personal finance to ensure a secure retirement.Read More

Is Security First Financial a public company?
Security First Financial is private company therefore does not currently have an official ticker symbol
See more information about Security First Financial

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