MEET THE TEAM

The team behind Secure Retirement Strategies is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

MARC SMITH

Managing Partner

Marc draws on his 25 years of financial services experience to help retirees and near-retirees work toward

MICHAEL NEFT

Managing Partner

With nearly 40 years of experience in finance and securities, Michael oversees the firm’s tailor-made retirement plans.

LOU AARONS

Chief Operating Officer

Lou puts his more than 30 years of financial services experience to work ensuring that every retirement

MERRICK SMITH

VP of Business Development

Before joining Secure Retirement Strategies, Merrick helped manage the property and casualty insurance department at a leading

FRED SCHWARTZ

Vice President

For more than 30 years, Fred’s priority has been helping retirees and pre-retirees work toward a confident

ANDREW SMITH

Marketing Director

After working at Delaware Valley Financial Group as a marketing representative, Andrew joined Secure Retirement Strategies to

TOM YEUTTER

Head of Operations

Tom has a vast knowledge of computer operations and excellent management skills. Disciplined and determined, he also

GEORGE MARKUS

Executive Financial Planner

George is entering his 31st year as a financial services professional assisting individuals and families with investment

PHIL LORENZON

Case Designer

Working as a case designer, Phil designs individualized retirement plans that meet client’s goals. Phil is also

Jimmy Smith

19:48 26 Jul 19

The team that worked with us made the process easy. They are knowledgeable and informative. We understood our options of various products available to us. The team was professional and answered all questions in a timely fashion. We will readily recommend Secure Retirement Strategies to others.

James Stenella

13:55 31 Jul 19

I was comfortable from day 1 with Merrick & Mike. I experienced patience and understanding with Merrick and Mikes guidance throughout the process of becoming a client. The SRS team delivered on every promise during the course of our relationship. I could not be happier.

Carol Taraska

23:48 25 Jul 19

Mike and the SRS team are attentive, honest and genuinely care for their client's needs. They have shown patience and understanding with our questions, by taking the time to give us a thorough review with our investments and their recommendations have performed as they promised.Wonderful to deal with.

Rita Blasko

23:03 09 Jul 19

Michael Neft, our agent, and the entire team at Secure Retirement Strategies have been so wonderful to work with. We have peace of mind about our financial future. We would recommend Secure Retirement Strategies to friends and family. They are always available to answer any questions we may have.

Theresa Clauss

22:50 22 Apr 19

My husband and I are so happy that we found SRS. We have been tired of losing money in our retirement accounts and wanted security and this is where we found it! Fred, Lou and Tom have been very helpful and patient with our questions and explanation of various plans and finding the best ones to fit our needs. We both feel more at ease with our financial future. A big thank you to the whole team!

Our Team