Secure Retirement Solutions

Financial Services - Templeton, CA, US

Secure Retirement Solutions Employees
Raphael Soegaard

Retirement & Estate Planner

Contact Raphael Soegaard

Lynn Shurtleff

Owner/Independent Broker

Contact Lynn Shurtleff

Richard Macht

Insurance, Health- Life- Long Term Care- Fixed Annuities

Contact Richard Macht

Andrew Kramer

Medicare Insurance Agent

Contact Andrew Kramer

Contact All Secure Retirement Solutions Employees
Secure Retirement Solutions Senior Management
Lynn Shurtleff

Owner/Independent Broker

Contact Lynn Shurtleff

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Secure Retirement Solutions Details

Barry D. Oxford, founder of BD Oxford Financial/Secure Retirement Solutions, has been assisting California residents with their corporate,retirement and estate planning needs for over Thirty years. He leverages his independent status in the Securities and Insurance industry to tailor his clients financial plans based on their needs. He uses a multitude of products available only to independent financial planners in order to accomplish this. Barry provides the guidance you need to grow, maintain, and preserve your wealth and is able to give unbiased guidance tailored to your individual needs and goals.Barry takes your success personally and will always keep your best interest close to heart. He believes the relationship between client and advisor is as important as the financial planning process itself and is committed to providing you financial direction and understanding for years to come.At BD Oxford Financial/Secure Retirement Solutions, we believe you should be able to retire and never look back. By helping you plan for worst-case scenarios, you can look forward with the reassurance of knowing your future is secure.

Secure Retirement Solutions logo, Secure Retirement Solutions contact details
Website: slosrs.com
Employees: 20 - 49
HQ: 805-434-6971
Location: Templeton, CA, US
Revenue: 2.5 - 5 Million
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