Company Overview
- Headquarters
- 2500 Regency Pkwy, Cary NC
- Website
- securefinancialsolutions.com
- Phone
- (919) 645-5750
- Employees
- 2
- Founded in
- 2012
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is Secure Financial Solutions
Secure Financial Solutions is a small financial planning firm based in Cary, North Carolina, with three employees. Founded by John Jenkins, the company primarily serves individuals and families with a focus on wealth accumulation and retirement planning. Secure Financial Solutions specializes in creating customized retirement and estate plans tailored to each client's unique needs and financial goals. Their services aim to protect clients' assets and minimize tax liabilities while helping them achieve their long-term financial objectives. The firm's expertise spans two primary areas: wealth accumulation strategies and comprehensive retirement management. As an Investment Advisory Representative of Retirement Wealth Advisors Inc. (RWA), Secure Financial Solutions leverages the resources and experience of a larger financial institution while maintaining a personalized approach to client service. For inquiries or to schedule a consultation, contact Secure Financial Solutions through their website at securefinancialsolutions.com.
Company Leadership
Secure Financial Solutions Industry Tags
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3M | 1 | Scottsdale, AZ | 2012 | |
3M | 6 | Dallas, TX | 2014 | |
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3M | 3 | Defiance, OH | 1995 | |
3M |