Very Rude and unfriendly. Plenty of other CPAs in the area that are just as good and twice as nice.read more

Secure Money Advisors is a professional, knowledgeable, dedicated, caring, responsible team of…read morepeople. They listen to your needs, create a written retirement plan and review it with you. We are so glad that we went with them. Less stress and able to enjoy our retirement like should. This is a solid company with solid approach. Zero regrets and would highly recommend to anyone considering retirement. Worth the free consultation.

Secure Money Advisors sent me another request to attend their seminar at Off The Hook restaurant so…read moreI set up another meeting to attend. About 3 hours before the seminar was to begin they left me a message to cancel my reservation saying it was 'over booked'. This was a lie since when we got the room was half full when the presentation started. It was not over booked and the reason for canceling was I had attended the seminar once before even though they sent me another invitation. I wanted to attend the seminar to try to get another advisor since I did not want to purchase an annuity. I met with Neal Mager in March and early April to discuss my portfolio thinking I would get financial advice. The seminars and meetings appear to be a pretext to sell annuities. In the first meeting with Neal I told him I did not like dealing with insurance companies. In the second meeting I was presented with a spread sheet displayed on the projector that indicated I would get about a 5% return on an annuity. I ask for a copy of the spread sheet so I could study the details but my request was denied. In my opinion the seminars and meetings are a slick marketing campaign designed to sell annuities - not to help with investing advice.