Secure Retirement Strategies Holicong Rd, Doylestown

Our agent, George Marcus, has been very helpful and informative. He and the SRS team seem to really care about us as customers. We've only been with the company for a few months but already their suggestions and guidance have saved us considerable money. We look forward to a long and profitable relationship together.

We have recently started working with SRS and found the team to me extremely well-versed with the retirement financial planning. George Marcus, and Michael Neft particularly have been helpful in navigating and guiding about our future finances and investments. They were never pushy, always available to answer our questions. It is great to work with them, highly recommended!

We met Mike and Lou from SRS at a dinner presentation. Their presentation was different from the many others we experienced because they offered a variety of investment vehicles. We met for a one on one meeting where they asked us about our needs and wants in retirement. After several meetings, we found an investment product that we feel fulfills our long term financial goal. We were never pressured to purchase anything. Mike provided us with his cell phone number which we called a couple times with questions and he always delivered. I also had a question late at night so I emailed Mike, not expecting to get an answer until the next day. Surprisingly, Mike answered my email immediately. It’s important to know that someone is there when you have a question or concern. I’m happy to recommend Secure Retirement Strategies to help you with your retirement planning.

I met Mike Neft while attending my girlfriends initial meeting with him. She invited me for support and to ask questions that may be benneficial to her financial future. I was so impressed with his expertise that I decided to have him manage my finances as well!

I have worked with Secure Retirement Strategies for the last four years. They have provided good advice and shown me products suited to my particular situation. There is no hard sell - they provide the information and their reasons for recommending that particular solution and let you take the time you need to make up your mind. When your do implement different strategies there is an annual review to see how the investment is tracking and what might be appropriate changes - if any. They are helping us meet our retirement objectives.

SRS Strategies developed a well thought out, detailed financial plan for my husband and I. They answered our numerous questions and worked with us throughout this difficult year. Their plan simplifies our finances. It consists of both annuities and a life insurance plan that provide death benefits and cash benefits directly to us, preserves the principal that we invested and minimizes our taxes. They offer trusted advice. We simply could not have accomplished this on our own. With SRS Strategies we feel that we have a secure retirement and look forward to their services for many years.

Michael Neft has been a kitchen table friend since 2014, coming out in the cold snowy weather and honoring appointments to review our products' growth and benefits. We started investing with the group and our nest egg has done well, though thick and thin. He is honest and frank, responsive and professional in all our interactions. He, and the other group representatives are known to us also, and we feel comfortable with their capacity to keep abreast of all financial growth opportunities, what's best for us. Please give this group a big thumbs up and give a call, you will not be disappointed!

From the very beginning I've been impressed with the entire staff at SRS. They were all very patient, knowledgeable, accommodating and obviously had my best interest in mind. They lead me through the maze of Indexed Annuities and created personalized options that suited and coincided with my retirement goals. It's been a pleasure working with each and every individual and without hesitation I would highly recommend this group of financial professionals.

I had the pleasure of meeting Mike Neft at a presentation he hosted locally, and he made such an impression on me with his knowledge, vast experience, and communication skills. At that time, I was not as financially savvy as I would've liked to have been, and for over 30 years, left the financial decisions to my now ex-husband. I realized I was now on my own, near retirement, and had to make choices to make a better and more secure life for myself. Mike took the time to guide me through a financial strategy that I truly feel good about. He genuinely cared about my future. I have recommended him to friends and family, and will continue to do so. I urge anyone reading this to do yourself a favor and meet with him. You'd be taking the first step in securing a better life for yourself as well!

Michael Neff has been very helpful and professional in both Schwab investment portfolios strategies and the delivery of NASSAU RE annuity strategy. SRS appears fully dedicated to the correct Retirement investments for our protect and still safely grow final years.

After I told Michael and George what I was looking for they put together multiple options to meet my needs. They were very professional, they were not pushy, and they were always available when I had questions or needed more information. I have been very impressed with their knowledge and willingness to respond to all questions. I would recommend SRS to anyone uncertain about managing their retirement.

My husband and I had never worked with a financial advisor before coming across one of Secure Retirement Strategies' dinner invitations. We worked with Michael Neft and Merrick Smith and were very impressed with their professionalism, knowledge, and friendliness. They made everything very easy to understand, and we highly recommend them.

We used SRS for some of our retirement accounts. They were fantastic! We started with one of those seminars at a local restaurant and just wanted to listen. They presented very interesting options and gave us the feeling they were focused on our needs and not their commissions. When we then visited and started the process they were very clear and easy to understand and work with. We are very happy with where we ended up and feel they have met all of our needs. We even beat this latest downturn and are safe from it! We also loved the fact of absolutely NO pressure to invest and all of our questions were answered completely and in easy to understand terminology before any discussion of what investments would work best for our specific needs. Loved how the entire process was streamlined to our individual investment goals.

My wife and I had basically three goals in mind when we started searching for retirement strategy professionals. We wanted long term healthcare, risk free investments, and tax free income. We are very satisfied that the entire group has met and exceeded our financial desires. Phil, Marc, Lou and Merrick have been a great team to work with. They are available 24/7. We highly recommend Secure Retirement Strategies to anyone seeking professional retirement strategies. Scott and Debra Schreffler

My husband and I first met this group through one of their dinner invitations and we are very happy we did. We were curious what this group could offer versus our 1 man financial provider. Everyone we have dealt with are professional and very knowledgeable with the products they recommend. Knowing very little of the investment world, they were able to explain the investment products to us in terms we could understand. And it is comforting that they have staff of all ages to help us many years in the future, which was one of our concerns. We highly recommend their group and look forward to working with them for many years to come.

For the past 22 years my wife and I have enjoyed a very satisfying retirement. George Markus has been very helpful in managing our investments during this wonderful phase in our lives. George’s knowledge, experience and caring have always been just a phone call away. Thanks George…