SECURE RETIREMENT

Secure Retirement provides financial and investment advice as well as the management of our clients accounts. Our firm is paid a fee based on client AUM (Assets Under Management). This fee is billed quarterly to the Charles Schwab custodial account holding client assets... Secure Retirement Financial & Insurance Services Corp. ("SRF") is a registered investment adviser with the State of California and is registered or notice filed in various other states. Any reference to or use of the terms "registered investment adviser" or "registered," does not imply that SRF or any person associated with SRF has achieved a certain level of skill or training. SRF may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and..

Primary location: San Ramon United States