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

Tel: 802-879-2077


Fax: 802-878-2504



     A recognized industry leader in the preparation and presentation of bank and investment account analysis.

Interested in a "Quick Overview" of Investment Analytics?

15 Minutes is all we need

Your time is valuable and we'll make sure we cover the highlights of some of the newest and most popular analyses and reports during our

"Quick Overview" Webinar

What You Will Learn:
  • Key values and benefits of our new options reports for your most complex cases
  • How selected supplemental reports can illustrate key elements of your case
  • Related applications for each report
How it will help:
  • Provide a clear understanding of individual report flexibility
  • Specific uses and strategic value for arbitration panels
  • Provide ideas on how to customize for specific case applications
When are you available?

Just tell us when you (or your entire team) would like to sit in on our 15 minute web presentation and we'll do all the rest.

Send us an email at and we'll arrange a convenient time.

Notes and Reminders

Case Status Communications

When communicating with SFS staff regarding:

  1. The status of your case specifically critical instructions and updates
  2. Special requests relating to processing and deadlines
Please call Scott Moore at 888.729.1700 or email

We suggest you use the telephone over email as server traffic often delays email delivery and if the communication is of a critical nature, we prefer to speak directly to you to ensure all communication is clear and instructions are executed properly.

As always, we appreciate your business and look forward to serving you.


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

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