Insights

Technology Integration Secure Financial Group leverages a modern tech stack including Salesforce, Cloudflare, and Google Tag Manager, indicating openness to advanced digital solutions that can enhance client engagement, operational efficiency, and data analytics.

Growth through Investment The company's recent investments in assets like AGNC, Nextracker, and iShares MSCI Min Vol ETF suggest active portfolio expansion, presenting opportunities for financial products and advisory services tailored to institutional and high-net-worth investors.

Market Positioning With revenues estimated between 25 million and 50 million and a focus on supporting independent financial advisors, Secure Financial Group is a key player in the mid-market segment seeking scalable solutions for growth, technology enhancement, and compliance.

Client-Centric Approach The company's commitment to empowering financial advisors with comprehensive, customized solutions indicates a readiness for innovative service platforms, CRM enhancements, or technology that fosters client engagement and practice development.

Talent Acquisition Hiring key personnel like Lori Kamen highlights a focus on expanding expertise and service offerings, suggesting potential sales opportunities in recruitment-related solutions, consulting, or professional development tools to support human capital growth.

Secure Financial Group Tech Stack

Secure Financial Group uses 8 technology products and services including Site Kit, iCIMS, Cloudflare, and more. Explore Secure Financial Group's tech stack below.

  • Site Kit
    Analytics
  • iCIMS
    Applicant Tracking Systems
  • Cloudflare
    Content Management System
  • Floating UI
    Javascript Libraries
  • Lua
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Piwik PRO Core
    Web Analytics
  • Contact Form 7
    Web Platform Extensions

Secure Financial Group's Email Address Formats

Secure Financial Group uses at least 2 format(s):
Secure Financial Group Email FormatsExamplePercentage
FLast@secureinvestorsgroup.comJDoe@secureinvestorsgroup.com
96%
First.Last@secureinvestorsgroup.comJohn.Doe@secureinvestorsgroup.com
4%
FLast@securefg.comJDoe@securefg.com
100%

Frequently Asked Questions

Where is Secure Financial Group's headquarters located?

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Secure Financial Group's main headquarters is located at Troy, Michigan 48084 United States. The company has employees across 1 continents, including North America.

What is Secure Financial Group's phone number?

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You can contact Secure Financial Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Secure Financial Group's official website and social media links?

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Secure Financial Group's official website is securefg.com and has social profiles on LinkedIn.

What is Secure Financial Group's NAICS code?

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Secure Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Secure Financial Group have currently?

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As of June 2026, Secure Financial Group has approximately 38 employees across 1 continents, including North America. Key team members include Chief Development Officer: H. S.Vice President Operations: L. J.Managing Partner: B. B.. Explore Secure Financial Group's employee directory with LeadIQ.

What industry does Secure Financial Group belong to?

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Secure Financial Group operates in the Financial Services industry.

What technology does Secure Financial Group use?

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Secure Financial Group's tech stack includes Site KitiCIMSCloudflareFloating UILuaGoogle Tag ManagerPiwik PRO CoreContact Form 7.

What is Secure Financial Group's email format?

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Secure Financial Group's email format typically follows the pattern of FLast@secureinvestorsgroup.com. Find more Secure Financial Group email formats with LeadIQ.

When was Secure Financial Group founded?

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Secure Financial Group was founded in 1997.

Secure Financial Group

Financial ServicesMichigan, United States11-50 Employees

At Secure Financial Group, our mission is to empower financial advisors to achieve their goals by providing innovative, comprehensive financial products and services. As a Secure Financial Group Partner, you will remain independent while gaining support and solutions to evolve your practice and grow your business. Our commitment to collaboration and transparency drives everything we do. By leveraging cutting-edge technology and a deep understanding of the financial industry, we strive to be the trusted partner that financial advisors turn to for comprehensive, customized solutions that help their clients achieve financial success. 

“We give financial advisors solutions that can help them get back to why they got into this business, which is to work with their clients and continue to evolve their practice and grow their business.” Bryan Spencer, CEO & President 

Aurora, Secure Asset Management and Secure Investors Group: Securities offered through Aurora Securities, Inc. (ASI), Member FINRA/SIPC. Advisory services offered through Secure Asset Management, LLC (SAM), a Registered Investment Advisor. Fixed insurance products offered through Secure Investors Group, Inc. (SIG). ASI, SAM and SIG are affiliated companies. http://brokercheck.finra.org.

Section iconCompany Overview

Headquarters
Troy, Michigan 48084 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Secure Financial Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Secure Financial Group's revenue is estimated to be in the range of $25M$50M

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