Secure Retirement Financial & Insurance Services Corp.

Overview

Secure Retirement Financial & Insurance Services Corp. is an independent registered investment adviser that opened its SEC registration in 2022 and is owned by an individual. The firm serves primarily individual and family clients and charges advisory fees based on a percentage of assets under management. In addition to investment advice, the firm operates as a registered representative of a broker-dealer and as an insurance broker, offering annuity solutions alongside portfolio management and financial planning. Advisory services include portfolio management for individuals and small businesses, management for business or institutional accounts, and educational seminars or workshops. The firm does not self-identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives