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Secure Financial Education Services Inc

Thornhill, ON

Phone: +19057311910Format verified (CA)

Website: securefinancialservices.ca

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Trust signals

  • βœ“ Online since 2013
  • Format verified (CA)

Secure Financial Education Services Inc provides expert financial planning and advisory services to help clients achieve their financial goals.

Secure Financial Education Services Inc, located in Thornhill, Ontario, specializes in comprehensive financial planning and advisory services. With a focus on retirement planning, tax and estate planning, and investment strategies, the firm aims to empower individuals and families to take control of their financial futures. Their experienced advisors work closely with clients to create tailored financial plans that address unique needs and circumstances. By offering complimentary financial reviews, Secure Financial Education Services Inc ensures that clients are well-informed and prepared for their financial journeys.

Business stage

established

Local competition

medium

Profile confidence

90%

Services & offerings

Retirement Planning, Tax and Estate Planning, Investment and Financial Planning

Who they serve

Individuals and families seeking financial guidance and planning services.

Ideal customer

Industry
Various
Company size
Individual and family
Decision-maker role
Client
Geography
Ontario, Canada

B2B vs B2C focus

B2B 0%B2C 100%
$$Mid-range

Demand pattern

steady demand throughout the year

Peak months

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Financial planning services are sought year-round.

What sets them apart

  • Complimentary financial reviews
  • Personalized financial plans
  • Experienced advisors

Year founded

2013

Team size

Unknown

NAICS

523930

Technology

WordPressSelf-hosted email