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About SFS

WHO WE ARE

Secure Financial Services, Inc. has been providing comprehensive investment account analysis services to the legal and financial communities since 1993. Based in Vermont, SFS is the national leader in the preparation and presentation of profit and loss (P&L) analysis of investment portfolio securities and commodities accounts. Expert analysis of the portfolio performance of mutual fund, annuities, and options accounts is available for specific or variable date ranges and in comparison to standard portfolio results. SFS is a strong organization with a commitment to responding quickly to client needs with professional care and effective strategies. Even with the addition of new and more efficient technologies, we understand that this is a customer service driven industry and our consistent growth is confirmation of our dedication to providing quality service every day. With over 600 clients nationwide, Secure Financial Services, Inc. has achieved a high level of industry recognition for communicating clearly and directly with attorneys, completing analyses on schedule, and providing legal teams with presentation-ready reports for the mediation or arbitration of a FINRA securities claim.

Secure Financial Services, Inc. provides high quality trade analysis reports, starting with the standard profit and loss analysis, for targeted legal response.

We invite you to contact us to learn more about how we can serve you.


WHERE WE ARE

Secure Financial Services, Inc.
97 Blakely Road, Suite 107
Colchester, VT 05446

Phone: 802-879-2077
Fax: 802-878-2504
Email:
Website: www.tradeanalysis.com


The SFS home office is located in the Green Mountain State of Vermont, one of the nation's most rural states with an abundance of trees and very few people—only about half a million in the whole state. With historic villages and downtowns, working farms, winding back roads, lakes and forests, spectacular mountain vistas and a strong sense of community, Vermont has a special magic that led it to be named one of the world's greatest destinations. Lake Champlain is the largest mountain lake and the sixth largest fresh water lake in the United States, located between The Adirondacks in upper New York State and Vermont. On the eastern shore of the lake is Vermont’s largest city of Burlington with a population of 50,000. Autumn foliage and winter skiing are Vermont's favorite seasonal activities, and the short summer is wonderful for hiking, camping, berry picking, and boating. The spring thaw is mud season, also known as sugaring time when sap is collected from sugar maple trees and boiled down to syrup 40 gallons of sap to make one gallon of syrup!

When you make your visit to Vermont, please stop by to see us!


WHAT WE DO


Secure Financial Services, Inc. offers three distinct service offerings to our clients. Our services are available individually, or as part of a layered, comprehensive approach to meet your needs.

Investment Analytics
Secure Financial Services, Inc. is the leader in providing accurate and timely Profit and Loss reports to the financial and legal communities. Additionally, SFS produces a variety of Supplemental and Customized analyses for thousands of securities cases each year. We are pleased to work with premier clients nationwide.

Consulting Services
SFS is dedicated to helping you implement and understand today's most complex securities analysis and reporting methodologies. We have nationally-recognized experience and expertise to help you strategize and prepare for arbitration matters of any size. From the initial case assignment to final report completion and preparation, we will support your goals for success.

Software Tools
Complex securities analyses and unique case situations require sophisticated software tools to match. SFS has been at the forefront of introducing innovative and helpful analytical tools for our clients.

 

For more information on how we can serve you, please contact us.

Phone: toll free 888-729-1700 (Monday – Friday 9:00 am – 5:00 pm EST)
Email:








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Copyright © 2015 Secure Financial Services, Inc. All Rights Reserved

Secure Financial Services, Inc.
97 Blakely Road, Suite 107
Colchester, VT 05446
802-879-2077