Secure Financial Management - San Antonio (TX)

1 /5 Susie Vega: I received a mailing to attend your seminar, but was declined due to my amount of savings. You shouldnt randomly send invitations if you are going to then decline it when the person registers. That is just rude.

5 /5 JC Villanueva: We have been very happy with the professionalism of everyone at SFM. They are extremely knowledgeable of the financial markets and take time to explain everything in simple terms. We’re very happy to be new clients and look forward to the continuing relationship.

5 /5 Andy Rendon: Before my wife and I were contemplating retirement, we did our due diligence with researching who to go with and trust with our life savings/retirement. Secure Financial was one of the institutions that we interviewed. By far, they stood out amongst their competitors and earned our business and have continued to earn our business to this day. Jay, Jacob and the entire staff of Secure Financial make you feel like part of the family. We appreciate them enough to want to share them with everyone. If you are contemplating retirement now or in the future, make sure to do your homework and then give Secure Financial an opportunity to earn your business. I guarantee you won’t be disappointed. I do not work for them; we are just happy customers.

5 /5 David Bongio: The SFM team provides individualized financial advice. My spouse and I trust each and all of the team members. We value them not only for their knowledge but also for their commitment to us as people. We are blessed to count each and all of the team members as family.

5 /5 sylvia gutierrez: Had an amazing experience talking with Jarred at SFM! He walked us through the process of the Level Income Annunity Process. Everyone at SFM is professional, friendly and caring. Love this group.