Where are Secure Planning Strategies's Headquarters?

Secure Planning Strategies's Headquarters are in 24800 Denso Drive Suite 265,Southfield,Michigan,United States

What is Secure Planning Strategies's phone number?

Secure Planning Strategies's phone number is +1 248-827-2580

What is Secure Planning Strategies's official website?

Secure Planning Strategies's official website is https://www.spsfinancial.com

What is Secure Planning Strategies's Revenue?

Secure Planning Strategies's revenue is $1 - 10M

What is Secure Planning Strategies's NAICS code?

Secure Planning Strategies's NAICS code is 524210

How many employees are working in Secure Planning Strategies

Secure Planning Strategies has 11 employees

What is Secure Planning Strategies's Industry?

Secure Planning Strategies is in the industry of Financial Services

Who is Secure Planning Strategies's Client Operations Manager?

Secure Planning Strategies's Client Operations Manager is Catherine Padgett

Secure Planning Strategies

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Description

There is more to wealth management than simply managing your investments. Clients of Secure Planning Strategies take control of their future guided by our simple, thoughtful, and creative strategies that focus on your personal well being as well as preserving your financial assets. We provide comprehensive planning for high net worth individuals, and specialize in wealth management as well as life planning solutions for women. We are also committed to planning for families with special needs members as well as exit planning strategies for business owners. -WEALTH MANAGEMENT FOR WOMEN: We empower women to confidently manage their finances through on-going education and by simplifying complex planning strategies. -SPECIAL NEEDS PLANNING: We provide estate and financial planning solutions in this complex and challenging area, as well as address other concerns that are unique to this audience. -EXIT STRATEGIES FOR BUSINESS OWNERS: SPS becomes the quarterback on your team of professionals to help successful business owners plan for your exit or succession in a tax-efficient manner. ___________________________________________________________________________________ Minoti Rajput, Elinor Ho and Mehul Mistry offer Securities through Securities America Inc, Member FINRA/SIPC, http://www.finra.org/ and http://www.sipc.org/ and Advisory Services through Securities America Advisors. Secure Planning Strategies and Securities America Companies are not affiliated. Securities America and its representatives do not provide tax or legal advice. Licensed in the state of AZ, NM, CA, CO, FL, GA, IL, MI, MN, NC, NJ, NY, OH, OK, NJ, PA, OK, SC, TX, VA.
Headquarters:24800 Denso Drive Suite 265, Southfield, Michigan, United States
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Phone Number: +1 248-827-2580
Website: https://www.spsfinancial.com
Employees:11
Revenue:$1 - 10M
Legal Name:Secure Planning Strategies
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| NAICS Code: 524210 |
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Client Operations Manager for Secure Planning Strategies

Catherine Padgett

Client Operations Manager

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