Secured Financial Solutions - Scottsdale, Arizona

Paul Torkelson

My wife and I have been SFS clients since we moved here over 10 years ago. As we recall our first meeting it was a get to know each other, to include investment risk tolerance and growth expectations. With that information our advisor, Mr Rick Redaelli, a fiduciary, who takes that title very seriously, selected some programs that met our criteria. After review we became clients and have seen our portfolio grow over the years.

Chris McGee

A couple of years ago we told Rick we want to retire in 5 years so he set us up on a plan and all is going quite well! They are fiduciaries, very personable and knowledgeable, and keep in touch by phone and email. They are proactive, calling when they see something coming up that could hurt or help us and make recommendations for changes in our portfolio. We absolutely trust them 100% with our retirement funds. We've seen first hand for two years now how they've made our money grow (no kidding--in this market!) and couldn't be more pleased. It costs nothing to meet with them. Try it, you won't be sorry.

Ken Maxwell

Rick met with me and my wife at his office. Everyone there was welcoming and made sure we were well taken care of. He explained a number of options and suggested a plan based on what our needs and desires indicated. Our financial situation improved immediately because we were eligible for a substantial signing bonus and we would be guaranteed interest for our first year. We'll be liable for fewer fees and charges and our principle is well protected. It was a pleasure working with Rick, We've been happy with the follow up and look forward to a beneficial relationship with Secured Financial Solutions. Ken and Kathleen Maxwell

Karen Gibbs

I have been a client of Secured Financial Solutions for over 5 years, and I must say that I have nothing but praise for the team of professionals with whom I have had the pleasure to be coached and supported throughout this time. I came to my investment journey quite late in my working years and honestly assumed that I would likely never be in a position to retire. However, with some encouragement, excellent advice and a smart investment strategy, I am feeling confident that retirement is now possible in my future. I want to give heartfelt thanks to Anil for his guidance and my extreme gratitude with a warm and personal thank you to Jillian for her continual efforts to keep me informed, to help me understand my choices, and for going above and beyond at a time when critical financial decisions were overwhelming me. Jillian, you helped me stay the course, assisted with 3-way calls to manage tricky conversations, and calmed me when the situations were tough. I cannot recommend this group enough to anyone and everyone who needs to plan for a secure retirement plan. I am a forever client!

Chris HECHT HUBBARD

My husband and I recently met with Rick at the company's office; the staff was very welcoming. We met with Rick, who did an in-depth interview with us to determine our financial goals. A few weeks later we returned, and Rick presented to us various options based on our needs & concerns. Rick disclosed not only SFS's fees, but also disclosed things we weren't aware of with our previous brokerage accounts. We've since reallocated our assets with Rick's suggestions and look forward to a more financially prosperous and secure future. I must add that in our experience we've never before received so much hands-on consideration and time well spent one-on-one without heavy-handed sales pitches.

Robin Munn

Rick and his team are excellent. Everything you need to know to insure your financial stability. Truthful and concerned that I have the best programs for me and understand the information so I can make informed decisions. I highly recommend this great company.

Thomas Mayhew

My wife and I have been using Secured Financial Solutions since 2017 and are very happy with their recommendations and services. We have been working with Richard Redaelli and are happy with his recommendations and management of our retirement portfolio. Richard's staff is also very helpful when questions or other matters arise. They provide excellent fiduciary services. Whenever Richard is not available, Anil Vazirani has provided excellent advice and leadership.

Thomas Mayhew

Tom Reece

I have been working with Secured Financial Solutions for several years now.
I think the team at SFS has helped my create a plan for retirement that is solid.
I trust Anil and Rick to look out for our best interests.
I will be retiring In a few months looking forward to continuing the process with SFT.

BTW Jillian is the best and always does a great job at the follow up and follow through.