Secure Money Advisors 504 South Main Street, Zelienople, PA 16063
About the Business
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Secure Money Advisors is a trusted finance institution located at 504 South Main Street, Zelienople, Pennsylvania, United States. Our founder and president, Brian Quaranta, has a wealth of experience in the field and is dedicated to helping you navigate your retirement journey with low-risk investments. We prioritize getting to know our clients, gaining their trust, and helping them build a secure future. Our four-step process ensures that we develop the best investment plan for you. We offer a range of services, including retirement income strategies, IRA rollovers, legacy planning, and life insurance options. Our goal is to help you achieve long-term financial security and provide you with the results you need. With an impressive track record and high client retention rate, we invite you to schedule a meeting with us to see how we can assist you in reaching your retirement goals. Trust Secure Money Advisors to guide you towards a financially stable future.
Photos
Location & Phone number
504 S Main St, Zelienople, PA 16063, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Very friendly and knowledgeable staff, they go to great lengths to make sure you understand how the investment market works , and what’s in your best interest to a worry free retirement."
"Financial anxiety as retirement approaches.....ELIMINATED!! Joining the SMA team was the best choice for my wife and I. We met with several advisors prior to meeting the professionals at SMA. The decision was made to join Brian and his team of fiduciary advisors when we realized they brought a true sense of sincerity and concern for our needs to the planning discussion. They have access to a variety of investment tools that were assembled and utilized to set us on course to achieve our specific needs and desires. No "one size fits all" approach is a consideration in this firm. You owe it to yourself to consult with Brian. We feel extremely fortunate that we committed to the initial conversation. George and Mary Ann B."
"Everyone in the office is professional, friendly and organized. Roles were explained to me so I clearly knew who did what in assisting me. I work mostly with Maggie & Brian though support staff like Cindy & Trudy are equally amazing. I feel grateful in having access to their experience in assisting me in managing my money."
"SMA spend a lot of time looking at our personal information and developing a plan that is personalized to our needs. I can understand things I could never understand on my own, including a plan for my husband to retire early due to health concerns that may make it a need to retire early. I am very grateful for their input into our future plans. I look forward to continuing to work with SMA."
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Asset-Protection-Strategies
- Financial-Security-Planning
- Financial-Stability-Planning
- Guaranteed-Income-Solutions
- Investment-Management
- Ira-Rollovers
- Legacy-Planning-Solutions
- Life-Insurance-Options
- Long-Term-Financial-Stability
- Low-Risk-Investments
- Retirement-Income-Strategies
- Retirement-Planning-Strategies
- Retirement-Portfolio-Balancing
- Risk-Managed-Investing
- Safe-Haven-Investments
- Secure-Retirement-Planning-Advisors
- Security-And-Protection-Plans
- Tax-Deferred-Retirement-Savings
- Wealth-Management-Services
- Wealth-Preservation-Strategies
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