Secure Retirement Strategies Holicong Rd, Doylestown

Merrick Smith and his team as SRS are true professionals. Mr. Smith is a hard worker who is willing to meet his clients and discuss their needs any time and any where. His advice is always sound and based upon his many years of experience and research. I would not hesitate to recommend SRS to anyone looking for a solid group of individuals to work with.

i had a good experience with all the gentlemen at secure retirement strategies from the excellent dinner and presentation to the delivery of my contract. they were very patient and never pressured me to do anything and were all very knowledgable. i put my confidence in them in making my decisions. I an glad i met them and hope to have a long relationship .

The employees were GREAT to deal with. Most of our contact with them was via Zoom, & they were thorough, & extremely patient. Never EVER before dealt with financial professionals that valued the client as they did-5 ⭐️ company. 👍

Appreciated the service and continual contact in the application process. Both Lou and Tom were very knowledgeable and not only explained everything to my satisfaction, but also made sure that I understand the policy and process. Seeing the excellent tax benefits of this policy was an eye-opener. I am very pleased with the product, policy and service and would highly recommend the use of the products and/or employees associated with Secure Retirement Strategies.

Michael Neft and his team were patient, professional, comprehensive and kind during our conversations about retirement strategies. I believe Michael's experience in the finance industry enables him to explain products in a thorough and transparent fashion. I trust him.

SRS is comprised of a group of knowledgable and professional advisors. There is NO sales pressure, or use of other tactics in your meetings with them. Instead, expect patient and thorough listening followed by thoughtful suggestions and packages designed to meet your individual needs. They continue to check in with you throughout any process and answer all questions patiently, thoroughly and promptly. I would recommend them highly and without hesitation!

We were happy to work with George Marcus and Tom leading to our annuity purchase. They put lot of effort in explaining the product and answer our questions. We will gladly Recommend their services to anyone seeking retirement guidance and solutions.

Originally I was anti-annuity. After some ups & downs in the market I was shaken and interested in a particular annuity for a portion of our funds - if there was such a thing. With no pressure, Mike Neff and Lou Aarrons zeroed in on a product that gave me the good of the market with the following benefits - a zero loss if the market under performs, with life insurance and long-term care components. My wife is thrilled to have this portion of our money secure with the added benefits. Secure Retirement Strategies is a polite, informed group who have the retirement, investment and tax answers.

The advisors select the best product for our needs from a broad list of investment strategies. They are prompt and responsive at maintaining and explaining these funds.

Mike Neft delivered our indexed annuity to us on a rainy evening, complete with thunder and lightning in the background. This did not deter him from explaining in clear terms the conditions of our purchase. He was thorough, pleasant and obviously well versed. We are very satisfied and look forward to meeting with such an informed financial team for our yearly review. Gary and Kathy Saretzky