SecureVest Financial Group is a full service brokerage firm catering to both retail and institutional accounts with a focus on fixed income securities. Originally founded in 1981, the firm underwent a name and management change in 2007. Our traders, with locations in New Jersey, Florida and San Francisco, bring with them a wealth of experience and expertise in securities such as Municipal Bonds, US Government Agency, CMOs, Corporates, CDs, US Treasuries.

Our retail client base includes high net worth individuals with investment objectives that vary from the most conservative “preservation of capital” to those who seek “capital appreciation” through more aggressive investing. In addition to fixed income securities, SecureVest Financial Group is also able to provide investments in stocks, mutual funds, annuities, insurance and fee based asset management.

Through our institutional securities business, SecureVest Financial Group is able to provide discreet and competitive securities transactions for some of the largest institutional investors. It is here that our extensive street contacts enable us to provide service, which rivals that of the major investment banks, while at the same time providing the added liquidity of the secondary market.

Thank you for choosing SecureVest Financial Group, where those wanting a more Secure future come for investment.

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