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Secure Financial Management

Secure Financial Management

Financial ServicesFlag of USSan Antonio, Texas, United States11-20 Employees

Company overview

Headquarters4630 De Zavala Rd, San Antonio, Texas 78249, US
Phone number+12839340
Website
NAICS52
SIC628
Keywords
Retirement Planning, Insurance, Investment Management, 401K Administration/Asset Management, Life Transition/Estate Planning
Founded2011
Employees11-20
Socials

Key Contact at Secure Financial Management

Flag of US

Bianca Gonzalez

Senior Vice President of Operations

Secure Financial Management Email Formats

Secure Financial Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@sfmplanning.com), used 75% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@sfmplanning.com
75%
{first name}{last name}
johndoe@sfmplanning.com
25%

About Secure Financial Management

We Make Retirement Happen™

$

Secure Financial Management revenue & valuation

Annual revenue$941,105
Revenue per employee$86,000
Estimated valuation?$3,100,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Vice President
Entry
Intern

Employees by Department

Secure Financial Management has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Secure Financial Management has never raised funding before.

Secure Financial Management Tech Stack

Discover the technologies and tools that power Secure Financial Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

jQuery CDN

jQuery CDN

CDN

Cloudflare Bot Management

Cloudflare Bot Management

Security

Gravity Forms

Gravity Forms

Form builders

Underscore.js

Underscore.js

JavaScript libraries

Vimeo

Vimeo

Video players

Matomo Analytics

Matomo Analytics

Analytics

lit-element

lit-element

JavaScript libraries

Google Maps

Google Maps

Maps

lit-html

lit-html

JavaScript libraries

Cloudflare

Cloudflare

CDN

Twitter Emoji

Font scripts

Frequently asked questions

Secure Financial Management is located in San Antonio, Texas, US.
You can reach Secure Financial Management at +12839340.
Secure Financial Management was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.
Secure Financial Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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