Secure Wealth Planning Group - Boca Raton, Florida

Brian K.

Excellent communication from Secure Wealth. Great alternative for investing for fixed income. They made it simple to understand a more complex investment. Results have been as expected from everything I have been told and read. I highly suggest working with Secure Wealth.

Wanda C.

I’m very upset and disappointed in Richard, he pretends to care about you offer the best advice for investing for your future! He has cost me over 100k, on a life insurance policy when what I was asking for was an annuity ! I don’t know how he can sleep at night knowing he has ruined peoples retirement plans.
Update: once again you lie. You knew exactly what you were doing. Telling us we would have a return on our money in 5 years, and in reality this is an life insurance policy that we had to invest for 10 years as overfunding to get a return of some money. You mislead us. I know in my heart you will reap what you sow. There is such a thing as karma!!

Frank F.

Very honest and has the Structured notes nailed.
Makes an average of over 20% annually
Highly recommend Richard and his team.

Bobby M.

Richard and his team at Secure Wealth Planning Group are a first class investment firm! They have a specialty with structured notes that produce unbelievable returns. I’m an investor since the 90’s and have been incredibly pleased with them since starting with them in 2023. All monthly coupons have paid, again with amazing returns! Thank you Richard and your team!

Rochelle L.

I was recently divorced and had been a housewife my entire life before moving to Florida. My divorce settlement was dwindling each month as I paid bills but was too afraid to invest. A family friend recommended that I speak with Richard. This was the best recommendation I got in my life.

Richard met with me and he took the time and patience to educate me all about the kinds of investments that would be good for me with limited risk. I knew nothing about investments before and felt very comfortable with him. I feel Richard cares about his clients as a person not just an account. He has delivered excellent returns with minimal risk since I became a client.

I waited over a year to write this review. I continue to feel more and more comfortable with Richard each month. Not a month goes by without Richard calling me to go over the different notes and coupons paid and redeemed. Anytime, I reach out my calls are answered or promptly returned.

If you want someone who cares about you as a person who will ensure that your investment strategy is tailored to your needs, and will deliver above average returns, Richard is your man.

Thank you Richard for everything you do for me and my kids.

Jonathan E.

Richard has showed me a new paradigm on investment. I feel much more safe and without stress. I couldn't be ore grateful. Great customer service and always ready to engage and take the best profit! highly recommended

Jeri G.

Richard made us feel very comfortable from the moment we met him. He took the time to explain his business and what he could do for us. we feel very lucky to have a caring & sincere fiduciary helping us achieve our goals.
Michael also helped us with our account information and being able to find our account easily and understanding it.
Richard & Michael are both wonderful to work with and we look forward to a long & fruitful relationship with both of them.

Ann-Lyn B.

I am impressed with the time and attention that Richard Ehrlich pays to his customers. When you meet with him initially, he takes time to explain his business and is diligent in matching your portfolio to your needs and goals. He is patient and never hustles one into joining his enterprise. He explains thoroughly, and leaves it up to you. He never comes across as rushing to sell you something. Once you join his organization, he and his staff are wonderful to work with. He calls randomly to see if you are doing well.

I recommend him enthusiastically to anyone who wants to feel secure that his/her finances are in the right hands.