Secure Financial Services

Secure Financial Services, Inc. has been providing comprehensive investment account analysis services to the legal and financial communities since 1993. Based in Vermont, SFS is the national leader in the preparation and presentation of profit and loss (P&L) analysis of investment portfolio securities and commodities accounts. Expert analysis of the portfolio performance of mutual fund, annuities, and options accounts is available for specific or variable date ranges and in comparison to standard portfolio results. SFS is a strong organization with a commitment to responding quickly to client needs with professional care and effective strategies. Even with the addition of new and more efficient technologies, we understand that this is a customer service driven industry and our consistent growth is confirmation of our dedication to providing quality service every day. With over 600 clients nationwide, Secure Financial Services, Inc. has achieved a high level of industry recognition for communicating clearly and directly with attorneys, completing analyses on schedule, and providing legal teams with presentation-ready reports for the mediation or arbitration of a FINRA securities claim. Secure Financial Services, Inc. provides high quality trade analysis reports, starting with the standard profit and loss analysis, for targeted legal response. We invite you to contact us to learn more about how we can serve you.