About Secure Retirement Financial
Reviews for Secure Retirement Financial
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: ClosedFriday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
Secure Retirement Financial has established a strong reputation for providing attentive and effective financial advisory services, particularly for clients nearing or in retirement. Founded by Richard and supported by a knowledgeable team, the firm focuses on principal protection and optimized returns, ensuring that clients feel secure in their investment choices. Reviews highlight the firm’s commitment to risk management, utilizing proven mathematical models and extensive market research to navigate various financial environments. Clients appreciate the personalized approach, noting that the staff is always available to answer questions and provide guidance. The firm has been praised for its transparency and independence, as it offers a range of investment options based on thorough analysis rather than relying on canned information from external sources. Many long-term clients express confidence in Secure Retirement, citing their ability to maintain gains even during challenging market conditions, and commend the firm's responsiveness, especially during tax season. Overall, Secure Retirement Financial is recommended for anyone seeking a trustworthy and competent investment advisory service, with a focus on protecting and growing wealth leading up to and during retirement. The firm’s caring and professional environment makes clients feel valued and supported, contributing to a positive experience in managing their financial futures.
Well, where do I start? Let’s start back in 2000. I was my own super star investor. I rocked it with 80% gains one year. This was with the security for my future. I was doing awesome… until I wasn’t. I lost over 70% of my valuable retirement 401k in the Dot.Com crash. It took me 10 years to just get back to parity. It taught me a few very valuable lessons in investing, the main one being “I Suck At It”. In 2007 a person at work brought Richard to my attention and we attended one of his dinners where he presented his philosophy toward investing retirement accounts. His main objective is to try and never lose your clients’ money. Granted that can never be guaranteed...read full review
I have been a client of Secure Retirement now for over 10 years. I had used a number of financial advisors over a number of years previously. I can say without doubt that Richard Morey and his staff at Secure Retirement are heads and shoulders above any other financial advisor I have ever used (or, frankly, been personally aware of). His approach of principal protection matched with optimized returns across all types of financial / market environments has turned out to be the perfect approach for investors near / at / in retirement. The entire staff at the firm is helpful, nice and someone is always available to take questions, provide information and data and they...read full review
Secure Retirement is a secure and flexible approach to handle your investments. I trust the entire team to continue to make outstanding investment decisions during the most challenging times. Secure Retirement is focussed on ensuring your wealth suffers no loss but rather continues to make gains, even in the worst times. The entire team are professionals and well known in the industry. I highly recommend Secure Retirement for your for your long-term investments.