Secure Financial Education Services Inc
Thornhill, ON
Phone: +19057311910Format verified (CA)
Website: securefinancialservices.ca
Trust signals
- β 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%
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