About Us

SecureVest Financial Group is a boutique fixed income investment firm providing market insight, investment guidance and execution services to middle market institutions, investment advisor firms, credit unions and wealth advisors.

Our Private Client Group caters to the investment and portfolio management needs of high net worth individuals, offering investments in a variety of fixed income securities as well as common and preferred stock. Life & health insurance products offered through SecureVest Insurance Solutions.

The firm’s trading desks include; high yield and high quality corporate debt; municipal bonds; CMO/MBS securities; structured products; government agency debt; and preferred stock.

SecureVest Financial Group

163 MADISON AVENUE  | SUITE 100
MORRISTOWN | NJ | 07960
1800 692 6637

SecureVest Financial Group

1515 SOUTH FEDERAL HIGHWAY
SUITE 403 | BOCA RATON, FL 33432
561 948 6541

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