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Safe Money Resource Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Safe Money Resource is an independent financial services firm based in West Summerland Key, Florida, founded in 2006. The company focuses on retirement income planning and wealth preservation, aiming to help clients achieve lasting retirement financial security by creating personalized plans that seek wealth preservation, income growth, tax efficiency, and low risk. Its services are designed for individuals seeking structured, risk-conscious approaches to retirement finance, with an emphasis on consumer education and conscientious service. With a small professional team, Safe Money Resource serves clients across the United States, positioning itself within the financial services industry as a provider of guidance on safe, income-focused strategies for retirement.

Find Safe Money Resource employees' phone numbers or email addresses

Safe Money Resource Global Highlights

Location
Employees

North America
14

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  • United States Of America
    14

Asia
1

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  • India
    1

Safe Money Resource's Leadership

  • Stylized image of a person
    W. A. W.
    Financial Advisor And Internal Support
    Mobile Phone
  • Stylized image of a person
    J. B.
    Annuity Service Specialist
    Mobile Phone
  • Stylized image of a person
    T. A.
    Agent
    Mobile Phone

Safe Money Resource Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Safe Money Resource

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    W. A. W.
    Financial Advisor And Internal Support
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    J. B.
    Annuity Service Specialist
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    T. A.
    Agent
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Safe Money Resource known for?

Minus sign iconPlus sign iconSafe Money Resource was founded in 2006 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-800-790-****
. Explore Safe Money Resource's company overview page for more information.

What is Safe Money Resource's most common email format?

Minus sign iconPlus sign iconSafe Money Resource employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Safe Money Resource email formats with LeadIQ.

How many employees does Safe Money Resource have currently?

Minus sign iconPlus sign iconSafe Money Resource has approximately 9 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Safe Money Resource's key employees and leadership?

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As of July 2026, Safe Money Resource's key employees include:

  • Financial Advisor And Internal Support: W. A. W.
  • Annuity Service Specialist: J. B.
  • Agent: T. A.

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