Retirent Income Planning

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Secure Wealth Planning Group
4.6
Based on 8 reviews
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Seth rieback
Seth rieback
21:46 25 Jun 20
I have been a client of Richard's for the past five years and I highly recommend him. He thoroughly explains all of your investment options for a maximum return with minimum risk. he is always available to answer any questions you may have and I trust him completely!
Nicole Turetsky
Nicole Turetsky
18:48 16 Jun 20
Being a conservative do it yourself’er we were always on the lookout for interesting investments and safe harbors for our accumulated wealth. We heard Richard Erlich speak at a dinner we were invited to a few years ago. We always try to dodge these dinners but this one seemed interesting, so we decided to listen. Richard explained his product clearly and without a push. He seemed sincere and extremely professional in his presentation and we decide to visit his office to have some of our questions answered. We felt a level of trust we had not felt in other wealth managers in quite a while. We decided to invest a little and see how the relationship would develop. Richard has become a trusted advisor, which for us is a big deal, since we have and still do guard our portfolio with the upmost care. Since our initial investment we have continued to add to our portfolio with Richard. We enjoy speaking with him and getting updates on products or current standings and look forward to continued growth in our portfolio as well as our friendship.
Gary Mora
Gary Mora
13:39 10 Jun 20
We have been with Secure Wealth Planning Group and have always had a great experience. Richard E. has done an excellence job setting-up and managing our retirement investment accounts. I highly recommend this SWPG to anyone who wants help with their investments.
Gary Litman
Gary Litman
01:23 09 Jun 20
Secure Wealth Planning Group's Richard Ehrlich is very personable, knowledgeable and professional. He has taken time to review my previous portfolio and present a comprehensive retirement plan for me and my wife. I highly recommend him.
Blossom McLean
Blossom McLean
21:34 03 Jun 20
Very professional.. cares a lot .Excellent personality along with efficiency . Results exceptional
Frederick Bates
Frederick Bates
19:18 02 Jun 20
Rich has been managing my investment portfolio for the last 9 years. He has always been very professional, responsive and caring. I would highly recommend.
robert mednick
robert mednick
18:51 02 Jun 20
I have been dealing with Secure Wealth Planning Group, Richard Ehrlich since 2016. I only have good results from dealing with him. Richard is always responsive to my many calls and answers or looks into my inquires. In fact I stopped by his office today and went over a yearly statement with him. It is very comforting to be able to sit down and go over(review) my annual statements and my annual index investment choices. Continue the good work.
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