BBB Accredited Business since 08/01/2013
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Secure Capital Management USA, LLC, is a financial services provider which assists businesses, individuals, and professional clients with assistance in planning and managing financial assets, as well as providing some forms of insurance. Located in Schaumburg, IL, this company serves the northwest suburbs, including Hoffman Estates, Palatine, Arlington Heights, Mt Prospect, Des Plaines, Bartlett, Elk Grove Village, Roselle, and Itasca. Owner Rajan B. Shah is a registered Series 7 financial adviser with life and health insurance licenses.
This company provides financial planning, retirement services, and estate management and protection, as well as offering employee benefit services such as plan design, retirement education, group health insurance, group life and disability insurance. Their services for professional clients include qualified pensions, 412(e)(3) Defined Benefit Pension plans, profit-sharing plans, 401(k)/403(b) plans, IRAs, customized plan designs, group health insurance, group life/disability insurance, and nonqualified plans.
For individuals, they offer 401k rollovers, transfer of assets, retirement fixed income planning, financial consultations, pension maximization, retirement planning, social security education, college planning, and philanthropic planning. For business clients, they offer buy-sell funding, business continuation planning, executive compensation, deferred compensation, and key person insurance. Insurance plans and planning services that they offer include life insurance, disability income insurance, asset allocation, variable/fixed/fixed indexed annuities, estate analysis, and will/trust analysis.
Visit the website for Secure Capital Management USA, LLC, to read their articles on investment and retirement planning, utilize their financial calculators, learn more about the different services they offer, and contact the company to schedule an appointment for retirement planning, purchasing insurance, or utilizing their employee benefits systems.
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A BBB Accredited Business since 08/01/2013
BBB has determined that Secure Capital Management USA LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that lowered Secure Capital Management USA LLC's rating include:
- Length of time business has been operating.
Factors that raised Secure Capital Management USA LLC's rating include:
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Advertising / Sales Issues||0|
|Billing / Collection Issues||0|
|Problems with Product / Service||0|
|Guarantee / Warranty Issues||0|
|Total Closed Complaints||0|
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Type of Entity
Limited Liability Corporation
Contact InformationPrincipal: Mr. Rajan B. Shah (President)
Financial Services, College Savings Plans, Estate Planning & Management, Retirement Planning Service, Pension & Profit Sharing Plans, Money Orders & Transfers, Insurance - Disability, Insurance - Life, Financial Planning Consultants
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