First established in 1981, we have recently undergone a name and management change to reflect these challenging financial times. Securevest Financial Group L.L.C is a complete financial services firm, offering a diverse product line and research, for an even more diverse client base. Our securities traders have over 100 years of trading experience across all product sectors. Our management team, one of the best in the financial securities business, guides both traders and clients to achieve above grade results for the institutional customer base of Securevest.
Securevest Financial Group is a full service brokerage firm that makes every effort to ensure that our customers receive the best research and products. The expertise and professionalism of our employees makes this possible. Securevest Financial Group is a firm that is large enough to compete on a regular basis with all major Wall Street firms.
Securevest Financial Group deals directly with the major primary dealers, the regional brokerage firms, right down to the mom and pop firm on Main Street, this allowing our clients to have access to all the best products and knowledge our company has to offer.
The diversification of our client base is also an asset to our clients. The various sales departments of Securevest Financial Group handles clients ranging from primary dealers, hedge funds, insurance companies, regional banks, municipalities and retail customers. Each in its own right extremely important to our firm. An institutional client can speak to any of our experienced traders at anytime.
This broad client list allows us at Securevest Financial Group the admittance of a varying degree of products not available to the clients of a one dimensional firm.
The trading staff at Securevest Financial Group has many years of experience and knowledge in all Tax Free Income products, such as Tax Free Muni’s, CMO’s, Corp’s, Callable Agencies, CD’s, Structure Notes and Emerging Markets. Securevest Financial Group traders know the conservative and the aggressive markets in today’s challenging economy, Our traders can help advise and assure that our clients receive the utmost professional and thorough advice for your individual needs.
Our institutional sales team advises you with countless years of product knowledge, which is available to our clients at anytime. Securevest Financial Group will be able to handle and reshape your investment portfolios. The sales management team within each client group is here to help with your concerns and add suggestions to maximize your investment objectives. At Securevest Financial Group we do not want to identify you with an account number. Our traders, sales managers, researchers, and management team will identify you by name.