Secure Money Advisors is a professional, knowledgeable, dedicated, caring, responsible team of people. 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. read more

Secure Money Advisors sent me another request to attend their seminar at Off The Hook restaurant so I 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. read more

I originally went to Secure Money Advisors to get assistance with Rolling out of my employer retirement account into a conservative annuity. I feel I received much more than I asked for. Brian ,the CEO, built a detailed spread sheet showing my current accounts and enabled me to get a visual on all the moving parts of future income streams. He was well informed on the products he offered and had a first hand working knowledge on how they did from experience with his other clients.Maggie and Cindy were amazing in their organization and precision in setting me up to easily do the roll overs into the new accounts. Maggie did a 3 way call with me and my prior employer which alleviated my stress of getting all the details correct. Everyone in the office is very professional and friendly. I did all my meetings via phone conference and everyone was introduced to me and their roles were clearly defined. Service here is excellent and they go out of their way to make you feel appreciated and a part of the client family. read more