SecureVest Financial Group, Inc. is a FINRA registered broker-dealer with offices in Morristown, New Jersey and Boca Raton, Florida. We specialize in serving the fixed income investment needs of both institutional and retail customers as well as maintaining a competitive wholesale business through our trading and dealer sales groups.
We actively trade and maintain inventory in municipal securities, corporate debt, mortgage-backed securities and Government Agency debentures. In addition, we provide execution services for common and preferred stock transactions.
SecureVest is a FINRA and SIPC Member
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Founded in 1986, Safe Harbor Financial is a premier distributor of Annuity
and Life Insurance products, contracting over 20,000 Independent
Advisors across all 50 states. Through years of cultivating industry
relationships, we are proud to offer the broadest array of retirement
solutions from the most prominent and financially stable insurance
companies. As an early pioneer in the industry, we have the experience
and knowledge to support the evolving needs of today’s financial
professional.
Our team is comprised of seasoned sales, marketing and service
specialists who are committed to helping Financial Advisors achieve longterm success with less hassle.
• Our home office promotes a culture
of integrity, innovation and execution with multiple employees with
over 25 and even 30 years with the company
• Our veteran internal sales consultants deliver superior product
knowledge, advanced market expertise, and regulatory insights
• From licensing and new business submission to pending case follow
up and commissions, our operations team will become an extension
of the your back office, leaving you more time to focus on your client
West Deptford, New Jersey, US
Private
$12.8M Revenue
http://www.safeharborfinancial.com/
22 Employees
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