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Secure Retirement Strategies
- Financial Advising
- Doylestown, PA
About this business
Location details
3359 Durham Rd, Doylestown, PA, 18902, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
An awesome group of individuals that make up and amazing team. Incredibly professional and knowledgeable. Prompt follow up. Friendly, trustworthy. This groups offers true financial planning and have given us an opportunity to retire without financial worries! Have worked with various financial planners in the past and no one comes close to this group!
Business response:
Hi, Diane. Thank you so much for leaving us a stellar review!
Planning for retirement can feel both scary and overwhelming. That’s why finding the right specialists—true fiduciaries, with a legal and ethical obligation to act in your best interest—is such a critical first step when navigating the many wealth management choices available. My husband and I were introduced to the SRS Team about six months ago, and we couldn’t be happier. From our very first meeting, the highly professional and well-credentialed team put us at ease. They took the time to understand our needs, goals, and r... read more
Business response:
Hi, Suzanne. Thank you so much for leaving us a stellar review!
We have been with Secure Retirement Securities since my retirement in 2018. Lou and Mark guided our initial investments and now Mike Neft oversees our account. We are truly satisfied and confident that we are receiving the best information and investment strategy for our retirement portfolio. Mike carefully reviews and monitors our various investments to make sure they are preforming correctly and make any recommendations if needed. They are always attentive, friendly and helpful. Thank you SRS team.
Business response:
Hi, Gary. Your feedback is highly appreciated. Thank you for the review!
Great Job was a pleasure working with SRS
Business response:
Hi, Jay. Thanks for taking the time to share your positive experience. We truly appreciate it!
Frequently asked questions about Secure Retirement Strategies
How is Secure Retirement Strategies rated?
Secure Retirement Strategies has a 5 star rating with 192 reviews.
When is Secure Retirement Strategies open?
Secure Retirement Strategies is open now. It will close at 5:00 p.m.