Secure Vest Bonds

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 both in New Jersey and Florida, bring with them a wealth of experience and expertise in securities such as Municipal Bonds, US Government Agency, CMOs, Corporate Bonds, Certificates of Deposit (CDs), and US Treasuries. We maintain strong relationships with all of the major investment banks as well as most of the small to medium size investment firms.

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. Our Institutional Service Team can help you indentify the best value within both the taxable and non-taxable sector, while at the same time helping you manage portfolio risk. Our customer base includes:

National and Local Commercial & Savings Banks
Insurance Companies
Hedge Funds
Asset Management Firms
Major Corporate Retirement Funds

Whether you’re an individual investor looking for investment guidance or a professional money manager running a multibillion dollar fund, SecureVest Financial Group can help you reach your goals. As a customer of SecureVest, you’ll get the dedication and focus of an experienced financial professional backed by the vast resources of the Firm, insight into the best investment solutions for your portfolio and access to a wide array of investment products.