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Secure Estate Management
11811 North Tatum Boulevard, Phoenix, Arizona, United States
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About the Secure Estate Management
Secure Estate Management, located at 11811 North Tatum Boulevard in Phoenix, Arizona, is a top insurance agency dedicated to helping clients achieve their financial, business, and retirement goals. With over 20 years of experience, we have assisted over 5000 individuals, families, and businesses in enhancing their financial situations. Our team of experts, including CPA’s, advanced planning professionals, asset protection specialists, estate planners, and tax attorneys, work together to provide exceptional service, quality advice, and professional financial planning tools.
One of our unique offerings is Your Personal Bank TM, a powerful financial concept utilized by professionals, business owners, banks, corporations, and wealthy families for over a century. This concept allows you, your family, and your business to navigate your financial future with confidence and security.
Founder Ferenc is passionate about helping clients gain control of their money, create tax-favored income, and access more funds over their lifetime. With a talent for simplifying complex financial concepts, Ferenc educates clients on financial literacy and empowers them to make informed decisions. With a rapidly growing client base and a team of dedicated advisors, Ferenc has been recognized as a top advisor nationally for many years.
In addition to his work in finance, Ferenc proudly served in the Fife and Drum Corps of the 3rd US Infantry, "The Old Guard", and continues to perform as a semi-professional bass trombonist in various musical groups. He is devoted to his family, including his daughter with autism, and has a special understanding for individuals with special needs.
Tune in to "The Your Personal Bank Show" for an insightful interview with Ferenc on the "Hello Sacramento" Radio Show. If you want to live like the wealthy, think like the wealthy with Secure Estate Management.
Photos of Secure Estate Management
11811 N Tatum Blvd UNIT 3031, Phoenix, AZ 85028, United States
Opening hours of Secure Estate Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 13:00
Saturday:
Day off
Sunday:
Day off
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