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.
Secure Financial Services, Inc.
Road, Suite 107
Colchester, VT 05446
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!
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.
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.
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.
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.
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)