Secured Financial Solutions - Scottsdale, Arizona

Paul T.

My wife and I have been SFS clients since we moved here over 10 years ago. As we recall our first meeting it was a get to know each other, to include investment risk tolerance and growth expectations. With that information our advisor, Mr Rick Redaelli, a fiduciary, who takes that title very seriously, selected some programs that met our criteria. After review we became clients and have seen our portfolio grow over the years.

Chris H. H.

My husband and I recently met with Rick at the company's office; the staff was very welcoming. We met with Rick, who did an in-depth interview with us to determine our financial goals. A few weeks later we returned, and Rick presented to us various options based on our needs & concerns. Rick disclosed not only SFS's fees, but also disclosed things we weren't aware of with our previous brokerage accounts. We've since reallocated our assets with Rick's suggestions and look forward to a more financially prosperous and secure future. I must add that in our experience we've never before received so much hands-on consideration and time well spent one-on-one without heavy-handed sales pitches.

Ken M.

Rick met with me and my wife at his office. Everyone there was welcoming and made sure we were well taken care of. He explained a number of options and suggested a plan based on what our needs and desires indicated. Our financial situation improved immediately because we were eligible for a substantial signing bonus and we would be guaranteed interest for our first year. We'll be liable for fewer fees and charges and our principle is well protected. It was a pleasure working with Rick, We've been happy with the follow up and look forward to a beneficial relationship with Secured Financial Solutions. Ken and Kathleen Maxwell

Chris M.

A couple of years ago we told Rick we want to retire in 5 years so he set us up on a plan and all is going quite well! They are fiduciaries, very personable and knowledgeable, and keep in touch by phone and email. They are proactive, calling when they see something coming up that could hurt or help us and make recommendations for changes in our portfolio. We absolutely trust them 100% with our retirement funds. We've seen first hand for two years now how they've made our money grow (no kidding--in this market!) and couldn't be more pleased. It costs nothing to meet with them. Try it, you won't be sorry.

Karen G.

I have been a client of Secured Financial Solutions for over 5 years, and I must say that I have nothing but praise for the team of professionals with whom I have had the pleasure to be coached and supported throughout this time. I came to my investment journey quite late in my working years and honestly assumed that I would likely never be in a position to retire. However, with some encouragement, excellent advice and a smart investment strategy, I am feeling confident that retirement is now possible in my future. I want to give heartfelt thanks to Anil for his guidance and my extreme gratitude with a warm and personal thank you to Jillian for her continual efforts to keep me informed, to help me understand my choices, and for going above and beyond at a time when critical financial decisions were overwhelming me. Jillian, you helped me stay the course, assisted with 3-way calls to manage tricky conversations, and calmed me when the situations were tough. I cannot recommend this group enough to anyone and everyone who needs to plan for a secure retirement plan. I am a forever client!

Thomas M.

My wife and I have been using Secured Financial Solutions since 2017 and are very happy with their recommendations and services. We have been working with Richard Redaelli and are happy with his recommendations and management of our retirement portfolio. Richard's staff is also very helpful when questions or other matters arise. They provide excellent fiduciary services. Whenever Richard is not available, Anil Vazirani has provided excellent advice and leadership.

Thomas Mayhew

Arla M.

If you need an investment plan, SFS is the company to go with. Rick spent alot of time looking over our investments. He made recommendations on changes that will protect our retirement needs as well as recommendations for growth. I felt no pressure to make changes at our strategy meeting with Rick. Not all companies break your investments up like that. They are definitely looking out for their client's needs.

Diane N.

I have always had very positive interactions with all staff at Secured Financial. They return calls within the day, answer all my questions without making me feel unknowledgeable, and always have my best interests at heart. Everyone I’ve spoken to there is skilled, personable, and friendly. My account balance grows accordingly!