Secure Wealth Planning Group - Boca Raton (FL)

5 /5 Mark Berkowitz: Great investment with high interest rates and relatively low risk. Can diversify investing in notes to keep risk even lower. Its been a pleasure dealing with RICHARD. He is knowledgeable and always there to answer questions. Highly recommend this investment.

5 /5 Bobby Mac: Richard and his team at Secure Wealth Planning Group are a first class investment firm! They have a specialty with structured notes that produce unbelievable returns. I’m an investor since the 90’s and have been incredibly pleased with them since starting with them in 2023. All monthly coupons have paid, again with amazing returns! Thank you Richard and your team!

5 /5 Debbie LL: We are excited to share our positive experience working with Richard Ehrlich and his team at Secure Wealth Planning Group, a top-tier investment firm. They specialize in structured notes that yield remarkable returns. During our initial meeting, Richard took the time to thoroughly explain his business and the investment options that could maximize our returns while minimizing risk. Thanks to his guidance, we are now better prepared for an earlier retirement, tailored to our needs and goals. Richard and his team are not only personable and knowledgeable but also highly professional. They are always available to answer any questions we may have. We highly recommend Secure Wealth Planning Group to anyone seeking consistent and excellent returns on their investments.

5 /5 Ann-Lyn B.: I am impressed with the time and attention that Richard Ehrlich pays to his customers. When you meet with him initially, he takes time to explain his business and is diligent in matching your portfolio to your needs and goals. He is patient and never hustles one into joining his enterprise. He explains thoroughly, and leaves it up to you. He never comes across as rushing to sell you something. Once you join his organization, he and his staff are wonderful to work with. He calls randomly to see if you are doing well. I recommend him enthusiastically to anyone who wants to feel secure that his/her finances are in the right hands.

5 /5 Rochelle Lifschutz: I was recently divorced and had been a housewife my entire life before moving to Florida. My divorce settlement was dwindling each month as I paid bills but was too afraid to invest. A family friend recommended that I speak with Richard. This was the best recommendation I got in my life. Richard met with me and he took the time and patience to educate me all about the kinds of investments that would be good for me with limited risk. I knew nothing about investments before and felt very comfortable with him. I feel Richard cares about his clients as a person not just an account. He has delivered excellent returns with minimal risk since I became a client. I waited over a year to write this review. I continue to feel more and more comfortable with Richard each month. Not a month goes by without Richard calling me to go over the different notes and coupons paid and redeemed. Anytime, I reach out my calls are answered or promptly returned. If you want someone who cares about you as a person who will ensure that your investment strategy is tailored to your needs, and will deliver above average returns, Richard is your man. Thank you Richard for everything you do for me and my kids.