Secure Future Financial Services, Inc. is an adviser based in Dennis. It manages $16.12 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.
Secure Future Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Secure Future Financial Services, Inc. is $16.12 million. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Secure Future Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Christina Worth Kemprecos has been acting as President since 1 Jan 2002. Debra Lee Antel joined the executive team most recently as the Vice President.
The principal office where Secure Future Financial Services, Inc. performs its advisory services is located at 811 Route 6 A, Dennis, MA 02638 1067 The mailing address of the firm is P.O. Box 1067, Dennis, MA 02638 1067. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 508-385-2136 or by fax 508-385-2137. The normal business hours are 9:30am-5:30pm on Monday - Friday.