Retirent Income Planning

Read Our Reviews

Secure Wealth Planning Group
4.8
Based on 16 reviews
powered by Google
Jorge Recio
Jorge Recio
13:37 14 Jun 21
Working with Richard and Samara has been a very rewarding experience. Richard's personalized approach ensures that you get the investment option that better suits your needs. They follow-up on everything and walk with you every step of the way. Their professionalism and kindness makes very comfortable, I am glad I met them.
Nelia Cabug
Nelia Cabug
18:11 02 Jun 21
For any assistance on our financial concerns, Secure Wealth Richard & Samara has been so diligent in responding to attend to our need. They immediately took care of my concern in their expertise professionally & handled a situation responsibly. Truly appreciate you guys as always.
Frank Arcia
Frank Arcia
20:57 25 Mar 21
I'm delighted to share my positive and professional experience with Secure Wealth Planning. It's critically important to choose wisely your financial planners and a team of professionals you can genuinely trust. The human touch and true understanding of one's needs and goals were captured from the onset when I met Richard Ehrlich and later Samara, providing amazing support, educated suggestions of where to invest plus a clear understanding of their process and winning financial system. I'm not one to easily provide reviews and have dealt with numerous financial institutions and top investment firms over the last 20+ years of my professional career. It was long overdue to settle with a valued and respected financial planning firm to manage my investments and retirement planning for a promising future I can happily live with and accept with complete confidence. If you truly value your nest egg and want it to grow properly, I'd highly recommend Secure Wealth Planning as your trusted financial partner. Good Luck and All the Best, Frank Arcia
Celso Schinner
Celso Schinner
02:29 13 Mar 21
Richard Ehrlich has been an excellent investment advisor for me. He was able to explain to me in very clear ways how the financial market works , what are the best options available to my situation and how to minimize the real threats when the financial market gets crazy. There are simply too many variables and things I didn't even know about , and Richard is helping me understand the big picture, and how to protect and make your investments grow. Thanks !
Joanie Hamilton
Joanie Hamilton
14:50 24 Jan 21
Such an amazing experience that was handled with patience and care!
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.
See All Reviews