🔒 Secure Financial Verification Platform

Company Directory

Browse certified and registered companies in our directory

Browse by Letter

Recent A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 0-9

Companies starting with "S"

SafeRetirement Wealth Advisors

○ Not Certified

Service

Retirement Planning

Contact

advisors@saferetirement-advisors.com

Phone

+1 617 425 7893

Registration Date

August 30, 2024

Description

Specialized retirement planning firm helping clients age 50+ prepare for financial independence through customized pension strategies, annuities, and tax-efficient withdrawal planning. Registered investment advisors managing over $420M in retirement assets.

NOT CERTIFIED
⚠
This company is not currently certified by InvexChanger

This does not necessarily indicate fraud or problems, but means the company has not completed our certification process or does not currently meet our certification criteria.

SecureWealth Financial Group

✓ VERIFIED
✓ Certified & Insured
InvexChanger Seal

Service

Wealth Management

Contact

info@securewealth.ch

Phone

+41 44 251 7893

Registration Date

February 20, 2024

Description

Comprehensive wealth management and financial planning services for high-net-worth individuals and families. Based in Zurich, we have been a trusted advisor since 2005, managing portfolios exceeding CHF 2.5 billion across global markets.

CERTIFIED
✓
This company has been verified and certified by InvexChanger

This certification indicates that the company has passed our rigorous evaluation process and meets our standards for transparency, solvency, and regulatory compliance.

Want to be listed?

Register your company to appear in our directory and gain access to certification services.

Register Your Company