Description
At SECU Financial Partners, our consultants’ approach to financial planning and investment management is both collaborative and consultative. Get empowered to take control of your financial wellbeing, but stay assured that we’re looking out for you and handling all the details. We are your personal guide. We respect what’s important to you. And you can trust that our guidance is tailored to your unique financial situation, and is 100% in service of your goals. We are an independent and objective firm. We have a complete open architecture and no proprietary products. You’ll have access to comprehensive solutions for your specific needs.
Keywords Financial Planning Services, Goals-Based Planning, New Worth and Asset Allocations Analyses, IRAs, Qualified Plans, Company Plans & Rollovers, Custodial Accounts, Investment Management Services, Advisory Platforms, Mutual Funds, Exchange Traded Funds, Equities, Taxable and Tax-Exempt Fixed Income, Alternative Investments, Real Estate Investment Trusts, Risk Management Services, Whole Life Insurance, Variable Insurance, Universal Term and Survivorship Insurance, Fixed Annuities, Variable Annuities, Guided Wealth Portfolios, Digital Investing, savings calculator, retirement calculator, fund Analyzer calculator.
Reviews
Opening hours
Categories
Financial Planning(443)510-1391 (443)-510-1391 +14435101391
Map 971 Corporate Blvd
Loading map...