Secure Money Advisors
504 South Main Street, Zelienople, PA 16063
About the Business
Secure Money Advisors: Your Trusted Partner in Financial Security
Located at 504 S Main St, Zelienople, PA 16063, Secure Money Advisors specializes in providing expert financial guidance to help you grow your portfolio with low-risk investments and navigate your retirement journey with confidence. Founded by Brian Quaranta, who has risen from a modest upbringing to become a leading figure in the financial sector, Secure Money Advisors is built on the core values of knowing our clients, gaining their trust, and helping them build a secure future.
Our success is attributed to a simple, yet effective, four-step process that we employ to develop the best investment plan tailored to your needs. Whether you're looking to generate income from your portfolio without depleting your principal, manage your 401K funds through an IRA rollover, or explore the benefits of life insurance, our fiduciary duty is to act in your best interest.
We offer a range of services to ensure your long-term financial security:
- Investment Planning: Conservative investments to decrease risk and increase retirement comfort.
- Annuities: Guarantee retirement income with various annuity options.
- 401K and IRA Rollovers: Strategic management of your retirement funds.
- Professional Money Management: Expert asset management for families.
- IRA Legacy Planning: Ensuring your prudent investments benefit future generations.
- Life Insurance: Modern solutions to take care of your family’s future.
Our commitment to transparency and reliability is reflected in our impressive client retention rate of 98% since our inception in 2007. We invite you to meet with us and discover why our clients place their trust in us.
Secure Money Advisors is proud to hold memberships and recognitions from esteemed organizations, including the Better Business Bureau (BBB) and the National Ethics Association (NEA). We’ve also been recognized as one of the Best Financial Advisors in Pittsburgh by Expertise.com from 2017 to 2022.
To learn more about how we can assist you in achieving your retirement goals, tune into our broadcasts:
- Sunday: 3WS at 7:30 am, WJAS at 12:30 pm & 2:00 pm, WPGH Fox at 10:30 pm, KDKA at 12:00 pm (April – August Football Off Season Only)
- Monday: WJAS at 6:00 pm, KDKA at 7:35 am, WPGH Fox at 9:00 pm
- Saturday: 3WS at 8:00 am, WJAS at 12:30 pm, KDKA at 8:00 am
- Friday: WPGH Fox at 9:00 pm
Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser. To ensure compliance and best practices, our services are only offered where we are properly licensed or exempted.
Schedule a meeting with us today and see firsthand why Secure Money Advisors is the trusted financial partner you need for a secure and prosperous retirement. Visit our website or contact us directly for more information.
Photos
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 14:00
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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