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Business Profile

Financial Planning Consultants

Secured Financial Solutions LLC
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

4.89

Average of 384 Customer Reviews

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Review Details

  • Bill R.

    Date: 07/23/2025

    The experienced and friendly team at Secured Financial Solutions continues to provide us with great investment strategies that align with our risk tolerance and objectives. Special thanks to Anil, ***** ******* and ****** for their continued assistance with our investment, retirement and estate planning needs. We highly recommend Secured Financial Solutions to our friends and family.

  • Donna T.

    Date: 07/18/2025

    Professional, knowledgeable always available to help with great *****************

  • Liza

    Date: 06/26/2025

    Very pleased! I think I made the right choice this time. Everyone knows their stuff and are extremely personable and professional. Thank you for your help.

  • Keith C

    Date: 06/17/2025

    I've been a client of SFS for over 5 years and value their expertise in all matters of financial strategy and security. I depend on them solely and would never seek the advise or assistance from anyone else in regards to my financial strategies and future guidance. Great staff! Like family to me. Thanks Rick, Katelyn and Jillian....just to name a few of the professional staff who will take great care of you. Please trust them with your financial security as I do.

  • William J

    Date: 06/11/2025

    Outstanding top tier company "retire and stay retired", Outstanding personal, fidcuiary treating a person's investment professionally with care.
    Secure Financial Solutions have client appreciation events yearly.
    My wife and I have been clients for about 10 years and would recommend them to anyone.

  • Rhonda H.

    Date: 06/09/2025

    I highly recommend **** and his team of experts. They are very knowledgeable and helpful and answer any and all calls and texts quickly and efficiently! I love that Im always able to get ahold of them for any and all questions. I feel secure that my money is in good hands. I made money right away.

  • Debs M.

    Date: 06/05/2025

    This a very good and honest investment company with a great knowledge of protecting you money and investments.

  • Christina H

    Date: 05/30/2025

    We made an appointment with SFS due to a recommendation and after attending one of the company's presentations. Our advisor took time to thoroughly review our current portfolio and learn our needs and then recommended investment vehicles that fit our needs at this point in our life and the future. The staff is helpful and friendly; we don't feel like just another faceless client. We look forward to maintaining a productive and profitable relationship with SFS over the coming years.

  • Kellie G.

    Date: 05/30/2025

    Knowledgeable, professional, and persistent customer service. Available to answer questions in a timely manner.

  • Rodney B.

    Date: 05/28/2025

    Very professional. No high pressure tactics. Listened to what we felt was needed with our investments/retirement savings and what strategies would be best for us at this point in time.

Secured Financial Solutions LLC is BBB Accredited.

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