Secure Today Financial - Fort Lauderdale, Florida

Address: 500 W Cypress Creek Rd Suite 520, Fort Lauderdale, FL 33309, United States.
Phone: 9544011067.
Website: securetodayfinancial.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointments recommended.
Opinions: This company has 12 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Secure Today Financial

Secure Today Financial 500 W Cypress Creek Rd Suite 520, Fort Lauderdale, FL 33309, United States

☎️9544011067

⏰ Open Hours of Secure Today Financial

Monday: 9 am–5:30 pm
Tuesday: 9 am–5:30 pm
Wednesday: 9 am–5:30 pm
Thursday: 9 am–5:30 pm
Friday: 9 am–5:30 pm
Saturday: Closed
Sunday: Closed

Secure Today Financial: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Secure Today Financial stands as a reputable and client-focused firm. Located at 500 W Cypress Creek Rd Suite 520, Fort Lauderdale, FL 33309, United States, Secure Today Financial offers a comprehensive suite of services designed to help clients achieve their long-term financial goals. With a dedicated team of experienced professionals, the firm prioritizes personalized solutions and a collaborative approach to wealth management.

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About Secure Today Financial

Secure Today Financial is a dedicated firm specializing in comprehensive financial planning. They cater to a diverse clientele, assisting them with everything from retirement planning and investment management to estate planning and tax optimization. The firmâs philosophy centers around building strong, lasting relationships with clients, understanding their unique circumstances, and crafting strategies tailored to their specific needs and aspirations. They pride themselves on providing clear, transparent advice and proactive management of client portfolios.

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Key Features and Services

The core of Secure Today Financialâs offerings revolves around creating customized financial plans. Hereâs a breakdown of their key services:

Retirement Planning: They assist clients in determining the appropriate savings strategies and investment vehicles to ensure a comfortable retirement.
Investment Management: A dedicated team manages investment portfolios, employing a disciplined approach and considering risk tolerance and long-term objectives.
Estate Planning: Secure Today Financial helps clients develop comprehensive estate plans, including wills, trusts, and power of attorney documents, ensuring their assets are distributed according to their wishes.
Tax Planning: They provide strategies to minimize tax liabilities and maximize after-tax returns.
Insurance Planning: They assess insurance needs to protect clients and their families from unforeseen events.
Education Planning: Guidance and strategies for funding college education.

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Location and Accessibility

The firmâs physical location at 500 W Cypress Creek Rd Suite 520 in Fort Lauderdale, Florida, is easily accessible. Wheelchair-accessible car parking and an entrance are available, demonstrating a commitment to inclusivity. Convenient amenities such as restrooms are also provided. It is highly recommended to schedule an appointment in advance to ensure availability and dedicated attention from a financial planner.

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Client Feedback and Reputation

Secure Today Financial has garnered positive feedback from its clients, as evidenced by its 12 reviews on Google My Business. The average opinion is a remarkable 5/5, reflecting high levels of client satisfaction. This strong reputation is a testament to the firmâs commitment to professionalism, integrity, and client service. Clients consistently praise the teamâs responsiveness, expertise, and ability to translate complex financial concepts into understandable terms.

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Contact Information

To schedule an appointment or to learn more about Secure Today Financial, please contact them via the following:

Phone: 9544011067
Website: securetodayfinancial.com

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Additional Points of Interest

Beyond accessibility, Secure Today Financial maintains a professional and welcoming environment. Clients can expect a streamlined process, efficient communication, and a genuine dedication to their financial well-being. The firm's team is continually updating its knowledge and expertise to remain at the forefront of the financial services industry. They prioritize ongoing education and training to ensure they are providing the most current and effective advice. Furthermore, the firm utilizes technology to enhance client experience and streamline processes, while still maintaining a personalized touch.

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Why Choose Secure Today Financial

Selecting a financial advisor is a significant decision. Secure Today Financial distinguishes itself through its combination of experienced professionals, personalized service, and commitment to client success. They foster trust through transparency and open communication, ensuring clients are fully informed and comfortable with their financial plans. Their dedication to ongoing support and proactive management makes them a valuable partner in achieving long-term financial security. The firmâs focus on building lasting relationships, coupled with their expertise in various financial areas, positions them as a trusted resource for individuals and families navigating the complexities of wealth management.

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👍 Reviews of Secure Today Financial

Secure Today Financial - Fort Lauderdale, Florida

W T.

5/5

Elise has been incredibly helpful in making me understand my annuity. I didn’t even know I could withdraw money from it or that it provides a lifetime benefit. When I first opened the account with another financial advisor, that person didn’t explain anything to me and made me feel sorry that I opened the account with them. In contrast, Elise took the time to explain everything clearly and showed me how I could set up a monthly income—something I never realized was possible. She also helped me understand my ROTH IRA through the company I work for, which gave me even more confidence in managing my finances. What’s even more remarkable is that, even though I’m not Elise’s client, she still helped me. When I offered to pay her, she kindly told me to give it to someone in need instead. Her kindness and expertise truly stand out. I 100% recommend Elise to anyone who needs financial guidance—she truly goes above and beyond.

Nick C.

5/5

Elise Roberts is extremely helpful with your retirement planning goals. She knows her stuff, listens to you and provides options that meet your goals - she also has energy, morals, values, ethics and integrity. She does what she says she’s going to do. She and her team provide superb follow up so there’s no surprises and as mentioned, they deliver what they say they will do! I’m very impressed with her and her team… She has professionalism that is bar none and a pleasure to see here in South Florida.
Nick Conte

Marita R.

5/5

I’m incredibly grateful to work with Elise, who is, hands down, the best boss I’ve ever had. She’s not only an inspiring leader but also an amazing person whose warmth and kindness shine through in everything she does. Elise truly cares about us, her employees, and her clients, always going above and beyond to ensure everyone feels valued and supported. Her energy is uplifting, and her empathy makes her a joy to work with. Some might think I’m saying this just because she’s my boss, but it goes far beyond that—she’s genuinely one of the most compassionate and courteous individuals I know. Working with Elise is a privilege, and I couldn’t ask for a better boss or role model.

Seth G.

5/5

Having worked in the banking industry my entire career, I thought I had a good understanding of finances and investments. I was helping a good friend of mine with her financial planning when I met Elise Roberts. After spending some time with Elise, it was clear to me she was extremely well-versed in ways to preserve and protect my friends assets. My financial situation seemed more complicated (at least to me) and my goals were different. Elise listens, cares and has so much patience -- the mix of financial products I have now gives me piece of mind and I couldn't be happier with my choice.

John G.

5/5

My wife and I have used Secure Today for approximately 9 years.
Elise is very knowledgeable and professional. We have always felt our investments were secure by leaning on her advice. We highly recommend her and her staff.

Marie C.

5/5

Elise and all in her office are extremely knowledgeable. Elise takes her time with you, explaining annuities and what is the best for you. So glad I listened to her online webinar, which was geared for women and investing.

Lorinda S.

5/5

Elise Roberts has been my financial planner for over 3 years and has exceeded my expectations. She is professional, well versed in annuities and stays on top of the newest financial offerings. She is detailed and responsive to your needs. I highly recommend anyone looking for retirement income planning to have a review by Elise and you too, will be sold on her!

Jim H.

5/5

I met Elise at a time where my life was going thru a turn spin. She turned my life around by protecting my assets and future investing in long term income and security. She is personal and totally trust worthy guiding me with plans and life long freedom. Sincerely James v Haas