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Home > Financial Services > Stock Brokers > Secure Planning, Inc.
Secure Planning, Inc.
Secure Planning, Inc.was founded in Portsmouth in 1990 and is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
The Company was established to meet the increasing need for personal financial management services.Their aim is to provide their clients with the information and guidance necessary to make sound decisions personally, professionally and financially. The business quickly grew from a small branch office of Chubb Securities to its own, fully-disclosed, Broker/Dealer.Secure Planning, Inc.offers an increasing variety of investment programs, while maintaining a personal level of service. Ed Mallon is a Certified Financial Planner and Chartered Life Underwriter with over 25 years of experience. He is a financial counselor to individuals, professional advisers and small business owners. He specializes in the areas of asset management and tax, estate, and retirement planning.
The strength and success of Secure Planning Inc. is due in large part to the staff - a group of individuals who are always there to take care of any client need. In addition, Secure Planning Inc. is dedicated to continuing education, for its staff, financial advisors and its clients. Managing investments is more complicated and time-consuming than ever before.Working with specialized investment professionals provides you with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating their planning with tax, legal and insurance professionals. The Company follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.
Secure Planning, Inc. is dedicated to the personal and financial success of all its clients through long-term partnerships that are a result of earned trust and dedicated attention. Their investment philosophy is based on a belief that the most important investment decision an investor can make is not which investment to buy - but rather, how assets should be allocated based upon the investor`s attitudes, objectives, circumstances and risk-taking capacity. The Company mission is to create and maintain wealth for their clients through long term asset management.
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