Secured Financial Solutions
Reviews and Complaints

We attended one of their seminars that came with a free dinner at Fleming's. We had no intentions of moving our retirement funds. We listened and though about the advice they were presenting, and decided to have a one on one meeting at the firm. Ric gave us more details on how to protect our retirement income. Secure Financial has been our company for the last 4+ years we have taken their advice, and are happy with the programs we have invested in. The Staff will always in a timely manner answer any question or concerns we may have. Secure Financial Solutions should be at the top of any ones list for honest representation and trust.

Excellent company with solid reputation when it comes to placing your entire financial future in a program that suits your personal needs. I'm within 5 years of retirement and began using Secured Financial Solutions at a time I needed some solid advice from someone I could trust. I highly recommend this company whether you're near retirement or just getting started in planning for the future of making wise financial choices in reaching your goals. These are crazy times for us all and whether I have a simple question or share my major concerns, [Secured Financial Solutions CEO] Redaelli has always been available to offer truthful and genuine answers to all my questions.

We have been clients of Secured Financial Solutions for over 4 years. This is the first time we have worked with fiduciaries, what a difference. These professionals are always looking for ways to increase your portfolio. We have worked with Rick and Anil, both of these gentlemen are knowledgeable. If you can attend one of their seminars you will see them in action. We have recommended them to our friends , family and neighbors. The office staff is wonderful to work with as well.'They always respond to your questions and keep you updated, in a timely fashion. This was one of the best decisions we made, to transfer our portfolio into their care.

We Have now been with Secured Financial Solutions (SFS) for approximately six years, and we have not as of yet been disappointed. Working with Anil, Rick, Jillian and the rest of their staff has been an absolute pleasure. SFS keeps us constantly informed as to evolving developments, and readily provides suggestions for improving our financial position. We have found the personnel of SFS to be thorough, reliable, straight forward, extremely knowledgeable and friendly. We have the utmost confidence that they have our best interests at heart and do not hesitate to recommend their services to anyone looking for financial management support and advice. John and Jane Smith

2 years ago, it all started with a free dinner at Fleming's...and the rest is history. Secured Financial Solutions is a very trustworthy group. Both my wife and I feel extremely safe with them watching over our funds. We have been with them now for 2 years and they recently came to us to follow-up, assist, help, and recommend to us that there is a better plan for us for our investment to grow further. From the top to the bottom we fully trust there input and knowledge and would highly recommend that you sit down with them and let them map out a strategy to help your portfolio grow. Thanks Rick, Jillian and the rest of the gang. Keep up the excellent work! Larry & Linda

My retirement needs and desires are both taken care of by Secured Financial Solutions and their team. Great guys! Very knowledgeable and trustworthy. After all, trust is paramount when it comes to handling MY finances. My sincerest thanks to Secured Financial Solutions and here's to continued success for both of us. This is what I call a real 'win-win' bond. I highly recommend to anyone and everyone to form a friendly relationship with this great company. You will never regret and always be grateful when you trust ALL of your financial needs to Secured Financial Solutions, Anil and the entire staff at Secured Financial. Thanks again guys and girls at Secured! I consider all of you my friends along with my ONLY financial advisors!

We've been with Secured Financial Solutions for over five years. All we can say is they are "professionals" in every sense of the word. They listen to what your objectives are and then devise a plan to meet your needs. They are very conscious of your "risk tolerance" and want you to take a part in designing your financial future. The followup is extraordinary. If they see an opportunity for you to do better with another investment, they quickly call it to your attention. It truly makes us feel that we are not only "clients," but part of the Secured Financial Solution "family." If we had family members residing in Arizona, we would strongly urge them to use the services of Secured Financial Solutions.

Excellent knowledgeable financial managers and staff! They have saved us thousands of dollars we would not have even know about. Have been with them for around 4-5 years now and we are VERY happy with to gains we have seen and the friendly personal service we get. Rick and the gang are on top of our account and are constantly working to make US more money, unlike the stock "brokers" we have had in the past. SFS is watching out for US and our money, not themselves, as many advisors/brokers do. Their knowledgeable service is only a phone call away. They call us with sound financial advice on a regular basis. Never have we had such top-notch service from a financial house before! Good people...good service.

We are totally satisfied with the service we have received from Secured Financial Solutions for the past 9 years. Their customer service is so outstanding as they look after our financial affairs dealing with the paperwork, tax forms, RMD requirements, as well as finding new annuities available to increase the value of our portfolio. Everyone is so pleasant to work with and very personable, knowledgeable, and efficient. They are always on top of our accounts and complying with needed reporting. They are so conscientious to let us know what is needed and when. We cannot say enough about this firm and we thank God that we were led to attend the dinner meeting where we learned about their services over 9 years ago. We have total trust and faith in this company!

I have been with Secured Financial Solutions for almost 15 years... 2006, my first year, seems like yesterday when Mr. [Name] and I engaged in a simple IRA rollover. Since then many more transactions, all completed safely, prudently, and with reasonable results. I like that! My retirement is not to be put at risk, and I appreciate the respect Secured Financial has shown in that regard. I also appreciate the top notch competent service I receive upon calling ... and the accompanying friendliness with each contact. Secured Financial always updates me, and otherwise keeps me informed of whatever current matter is taking place. Simply, for all the reasons above, without hesitation or pause, I recommend Secured Financial Solutions to all persons whether retired or soon to be.

For many years we worked with Financial Service Corporations. Being taken care of, or so we thought, by our special Broker. Bit by bit, or chunk when the Great recession hit, we were losing more money than gaining. Moving changed everything, including our financial expectations. Thus, we discovered a new term: Fiduciary! The person who works for You and protecting your financial interests. Rick, Anil and crew are on top of everything you have patiently worked out with them to build your safe and growing financial Home. You can feel protected and comfortable knowing that their watchful eyes and careful, concentrated actions can be trusted. We just wish that more people would know about and understand the role of Fiduciaries. Secured Financial Solutions is our Savings savior. Rick and Anil are dedicated professionals.

Working with Secured Financial Solutions, LLC was one of the smartest financial decisions we ever made. Everything we were told when we first went to the dinner presentation at their office has played out exactly as it was presented to us over 5 years ago. In this day of fraudulent and/or misleading sales pitches, it's nice to know that there are some honest and ethical financial advisors out there who put what's best for their clients first and foremost, and, offer a service level that has far exceeded our initial expectations. Thanks to all the professionals--Jillian, Rick & Anil & others--that we've had the pleasure of working with. We would highly recommend this extremely knowledgeable TEAM to anyone who wants protected (safe) investments that provide positive returns even in a down market.

Secured Financial Solutions is the best financial service company we have ever had. They are always happy to help with anything w e need from setting up our income from annuities to assistance with estate planning. They return calls in a very timely manner and work directly with us and the annuity companies to take care of our needs. When we moved it took a phone call to get address changes completely quickly and bank deposits changed. We had one less thing to worry about during the move. We are very thankful to SFS for helping make our retirement safe and secure. We would recommend them to anyone who needs someone they can trust and rely on to guarantee a secure financial retirement. They do everything they promise and more. We consider them good friends as well as good financial advisors. That's why we rate them as 5 stars.

As of 8 I have absolutely no issues with Secured Financial Solutions. Trusting a company with one's life savings is frightening, especially with little financial knowledge and being on my own. I had 1 meeting with them to get all my accounts in order and that was just about a year ago. My next interaction will be setting up the monthly disbursement of funds. When I questioned the process it was explained and a time frame was set. Jillian has been extremely responsive to questions I had (silly as they may have been) and I received answers within a day with cordiality, respect and in language that I was able to understand. I firmly believe Anil has the best interest of his clients in mind. He has a compassionate nature that shines through during conversations. So far, this company is solid, in my book, and I highly recommend. ~Secured Financial Solutions

The entire team at Secured Financial Solutions provided me with superb service. At Anil's retirement/investment seminar he clearly presented factual information which ultimately resulted in me moving my retirement portfolio over to SFS. Ric reviewed my accounts and revealed to me multiple "hidden" but avoidable fees that were slowly and consistently reducing my account totals. With total respect and sensitivity to my concern to have my monies invested conservatively Ric and Jillian strategically transferred my investments into companies where I will be protected from unnecessary fees while allowing for growth on my accounts. I do so much appreciate Jillian's diligence and meticulous detail in transitioning these accounts from my previous broker. Together the SFS team eliminated obvious awkwardness for me in that endeavor while not missing any details in their timely follow through! All these things give me peace of mind that my meager savings will go as far for me as possible. Thank you!

My wife and I found the staff at Secured Financial Solutions to be extremely knowledgeable and willing to share their knowledge with us. The entire staff was very friendly and helpful. They patiently educated us about annuities, and thoroughly answered our numerous questions (at one meeting, we brought two typed pages of specific questions, all of which were answered to our satisfaction). Anil Vazirani and Rick Redaelli helped us determine how best to address our anticipated retirement needs. There was never any objection when we found it necessary to change appointments or when we encountered delays in providing them with information. One of the most refreshing aspects of Secured Financial Solutions is its willingness to publicly identify specific annuities that would be--or could be--detrimental to customers who purchased them. We were guided through various annuities that would best suit our needs, but we were never directed to a single company or particular annuity; we were provided with options that my wife and I could discuss to reach a decision we were comfortable making. I recommend Secured Financial Solutions to anyone considering investing some or all of their retirement funds in annuities or equities.

For years I have been receiving junk mail from KFN RADIO (insert specific phone number here). NOBODY ANSWERS THE PHONE this is to attend an investment workshop with Secured Financial Solutions (insert specific information here). NO HUMAN ANSWERS THE PHONE! I NEED FOR THIS JUNK MAIL TO STOP!