Secure Retirement Strategies

I have been a client with Secure Retirement Strategies for several years. They have been most helpful with their suggestions and recommendations for my personal investments of my retirement funds. I would highly recommend their company for anyone in need of services and knowledge in retirement investments.

My husband and I are thrilled with our retirement strategy advisor, Mike Neft and his associates at Security Retirement Strategies. Over the past 8 years, our wealth has experienced significant growth, exceeding our expectations. Despite initial hesitations about entrusting a lump sum to strangers, Mike’s easy going personality has made our experience exceptionally positive. He is approachable, easy to talk to, and welcomes questions with openness. This has created a comfortable and transparent environment, allowing us to discuss and understand our retirement strategies effortlessly. Thanks to his guidance, we are shining in our golden years. Highly recommend SRS to anyone seeking reliable and effective retirement planning..

Mike and his team have been our financial service advisors for almost ten years. During that time, they have reviewed our retirement goals and financial situation and have made recommendations for annuities that are best suited to meeting our needs. They are very experienced, knowledgeable, and professional. When they identify a new product (annuity) that has the potential to perform even better, they reach out to us to schedule an appointment to share information about the new product. The materials they present during meetings are very clear and easy to follow. All in all, they make the process very easy.

We have been a client of Secure Retirement Strategies for several years and they continue to exceed our expectations. They are on top of the current investment options and provide the best suggestions for our particular situation. They clearly explain the plan details and are always happy to answer any questions. We feel that they have our best interests in mind and have proven to be a team that we can trust.

I met Mike Neff at a dinner and was very impressed with his presentation.
I followed up with a meeting and again was impressed with his knowledge and interest in seeing that I had an annuity that would work well for me.
I’ve been with him five years now, and have been quite pleased with my investment.

We have just recently transitioned our funds to SRS. Our in-person meetings with Phil and George have shown that they are knowledgeable, professional and eager to help. It has been a pleasure to work with such a competent, qualified and responsive team and we look forward to many years of financial growth together.

Mike and his group do a wonderful job in choosing a retirement pathway, no matter what point of life you are in. Describing the investments strategies they recommend, and able to answer any questions you might have. Very professional and knowledgeable group.

The staff at Secure Retirement Strategies is very knowledgeable and customer friendly. They respond to our questions and explain the aspects of our financial situation in layman’s terms. We now feel that we have a plan that offers us the ability to live comfortably in retirement!

I have received many invitations to learn about how best to invest and retire comfortably. I am so pleased that I selected Secure Retirement Strategies, Doylestown, PA! I have a competent team whose advice and financial investment decisions have yielded fantastic results which have exceded my expectations. I highly recommend SRS!

Merrick and his team have surpassed our expectations! They offer various strategies that are designed for investment growth. The group creates a comfortable environment for those of us without a financial background. All of our questions and concerns about our financial future have been addressed. We have now have a concrete financial plan!

I am very impressed with the knowledge of Michael Neft and his team. My husband and I attended a dinner and there was absolutely no pressure to move forward. Since we were there for the purpose of retirement strategies, we filled out the paper work to set up a future appointment. Again, there was no pressure to set a date. We met via zoom several times and then eventually in person so we could sign documents. The investments we made were new to me, so I won't know what the results will be until next year. Hopefully, at that time, I will be able to either update this review or write another one with glowing accolades. I am now updating my review one year later and I am THRILLED to say that without a doubt, Secure Retirement Strategies are THE BEST FINANCIAL PLANNERS hands down. They met my needs for higher than CD interest rates with no loss of principal. I had terrible results with financial planners in the banking industry. Secure Retirement Strategies really know the options, how to tailor a portfolio to match my comfort level and strategy. They explain in great detail and answer any and all my questions. They are never pushy. They never rush me. They never speak down to me or belittle me as an investor in new products that I was not previously aware of. FABULOUS ORGANIZATION. My faith in financial planners has been restored thanks to Michael Neft and his team. EXTREMELY SATISFIED CUSTOMER!!!

I needed to invest some money for retirement and had specific requirements that I wanted. I worked with Nick Yashin from SRS and he was able to find a safe investment that met my goals which would give me the income I needed for retirement and last throughout my lifetime and beyond with good income potential. Very conscientious and professional group to work with.

I have been working with Secure Retirement Strategies for several years. They have always been responsive with any call or questions I may have. I have been pleased with their advice and the handling of my account.

George Markus has been managing my IRA retirement account for years. His knowledge and expertise has helped my account balance be much higher than I could ever do myself. Thank You

Mike and his team are wonderful. They have provided us with financial security for our future. They are very helpful in everything!!

We used SRS for some of our retirement accounts. They were fantastic! We started with one of those seminars at a local restaurant and just wanted to listen. They presented very interesting options and gave us the feeling they were focused on our needs and not their commissions. When we then visited and started the process they were very clear and easy to understand and work with. We are very happy with where we ended up and feel they have met all of our needs. We even beat this latest downturn and are safe from it! We also loved the fact of absolutely NO pressure to invest and all of our questions were answered completely and in easy to understand terminology before any discussion of what investments would work best for our specific needs. Loved how the entire process was streamlined to our individual investment goals.

Years later now, they keep coming through for us. Continued care. Highly recommended.

We’ve been clients of SRS for about 10 years and they have always provided superior financial planning management and oversight to keep us on track for our retirement goals. They stay on top of the market and suggest recommended portfolio adjustments when warranted. When I became ill and had to retire early , they helped redefine our portfolio to adapt to our new lifestyle. They provide us information, answer any questions we may have(no matter how simple), offer potential options and allow time for us to make the final decision. We feel fully confident in their performance and have reaped the benefit of their knowledge and guidance.

Mike has been a great agent over the years and a valuable asset in our retirement years

SRS has been an invaluable asset in helping us plan for our retirement. Their expertise and guidance have given us the confidence to make important financial decisions that will positively impact our future. They take the time to listen to our concerns and goals and provide personalized investments advice tailored to our requirements and unique situation. We highly recommend their services to anyone looking to secure their retirement planning and financial future.

Mike Neft - Secure Retirement Strategies -was very helpful in upgrading our portfolio to a better performing opportunity . Thank you again for your guidance .