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Main Office
3359 Durham Road, Doylestown, PA 18902
267.544.0333

    • PA Satellite Offices
      Blue Bell                                    
      Fort Washington
      Newtown
    • NJ Satellite Offices
      Cherry Hill
      Princeton
      Flemington
      Hamilton Township
      East Brunswick
    • DE Satellite Offices
      Wilmington
      Greenville

    • Florida Office:
      Bartram Park:
      12724 Gran Bay Parkway West Suite 410 Suite 410 Jacksonville, FL 32258 (904) 574-5200
      Ponte Vedra:
      822 N. A1A Highway Suite 310 Ponte Vedra Beach, FL 32082 (904) 473-4700
      Bradenton:
      Bradenton Executive Center,  4916 26th St. W., Ste. 100 Bradenton, FL 34207 
      Ft Meyers:
      9160 Forum Corporate Pkwy Suite 350, Fort Myers, FL 33905 
      Naples/ Tamiami:
      4851 Tamiami Trail North Park Shore, Ste 200 Naples, Florida, 34103
      Sarasota:
      Courthouse Centre 1990 Main St Suite 750, Sarasota, FL 34236
      St Petersburg:
      970 Lake Carillon Drive Feather Sound, Suite 300, St. Petersburg, FL 33716 
      St Petersburg:
      360 Central Avenue, St. Petersburg, FL 33701. 
      St Petersburg:
      333 3rd Ave N,  St. Petersburg, FL 33701

    • Georgia Office:
      100 Bull Street; Suite 200 Savannah, GA 31401 (912)721-8600

    • South Carolina Office:
      Bluffton:
      110 Traders Cross Bluffton, SC 29909
      Okatie:
      Oldfield Clubhouse 130 Oldfield Way Okatie, SC 29909 (843)705-8100

    • Tennessee Office:
      Fifth Third Center:
      424 Church Street Nashville, TN 37219 (833) 849-5076
      West End Avenue:
      3200 West End Avenue Nashville, TN 37203 (833) 849-5076
      Burton Hills:
      40 Burton Hills Boulevard #200 Nashville, TN 37215 (833) 849-5076
      Highland Ridge:
      555 Marriott Drive. Nashville, TN 37214 (833) 849-5076
      Two American Center:
      3102 West End Avenue. Nashville, TN 37203 (888) 673-7850
      Cool Springs:
      725 Cool Springs North Park Shore, Ste 200 Franklin, TN 37067

We Serve your Area Please Contact Us Today

267-544-0333

We Serve your Area Please Contact Us Today

267-544-0333

We Serve your Area Please Contact Us Today

267-544-0333

Let’s plan your financial future.
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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.
Rita B.
Mike Neft and his staff were very professional and personal. We met with Mike to review our existing investments. As retirement approaches we wanted assurance that we would not exhaust our funds prior to our demise. Mike did a thorough review and suggested some changes that would provide us with guaranteed income sources.
Richard W.
The thought of making all the decisions involved with moving a lifetime of savings into the right places to secure one’s retirement years can be frightening. It was for my wife and me until our first meeting with Marc and Lou. Options were clearly explained. Questions were plainly answered. Most importantly, time was taken to build trust. We are glad that we found SRS!
Jen L.
Lou and Marc listen attentively to what we want, striving to find the best products for our financial goals and needs. They are very patient, taking the time to answer all our questions and making sure we understand the products we are purchasing. Their friendly, no-pressure personalities, paired with a vast knowledge of retirement options provides a strong feeling of confidence in their ability to assist us in meeting our retirement goals. It is a real pleasure working with the Secure Retirement Strategies team.
Kathy R.
Mike, Marc, Merrick, Lou and Christian were very patient with my wife and me in explaining a secure retirement strategy and how to better position our finances to align with our goals. We met with several of them for a few times initially, and they patiently explained the strategies we could use for saving on taxes and getting better yields from our investments. We did not feel rushed or pushed into anything we weren’t comfortable with, and I highly recommend SRS to anyone that wants a better financial future.
Tony D.
SRS is composed of a group of knowledgeable and professional advisors. There is NO sales pressure or use of other tactics in your meetings with them. Instead, expect patient and thorough listening followed by thoughtful suggestions and packages designed to meet your individual needs. They continue to check in with you throughout any process and answer all questions patiently, thoroughly and promptly. I would recommend them highly and without hesitation!
Sharon C.
All of my encounters with this group of professionals have been exceptional. They have made appropriate investment recommendations, which we have been very pleased with the results of thus far.
Ron G.
Merrick and his team have surpassed my expectations. They truly listen to their clients’ needs. I really appreciated the time they took to walk me through the many options.
Muzaffer G.
Appreciated the service and continual contact in the application process. Both Lou and Tom were very knowledgeable and not only explained everything to my satisfaction, but also made sure that I understand the policy and process. Seeing the excellent tax benefits of this policy was an eye-opener. I am very pleased with the product, policy and service and would highly recommend the use of the products and/or employees associated with Secure Retirement Strategies.
Micheal S.
I had a good experience with all the gentlemen at Secure Retirement Strategies, from the excellent dinner and presentation to the delivery of my contract. They were very patient and never pressured me to do anything and were all very knowledgeable. I put my confidence in them in making my decisions. I am glad I met them and hope to have a long relationship.
Thomas W.
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