FINANCIAL COUNSELOR

Secure Planning, LLC. was founded in 1990 by Edward J. Mallon, CFP, CLU. The strength and success of the firm are due in large part to the staff, a group of individuals who have many years of experience and expertise in a variety of financial fields... Secure Planning, LLC. is a wealth management company committed to the personal and financial success of its clients. Through long-term partnerships resulting from earned trust and dedicated attention, we offer you a balanced, disciplined, personalized approach to wealth accumulation and estate preservation.

Primary location: Portsmouth United States