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Secure Planning Group

5.0
  • Investment Service
  • Horsham, PA

About this business

FinanceFinancial ServicesInvestment Service

Secure Planning Group, LLC is a leading individual and corporate planning firm. Whether you are an individual or a company, Secure Planning Group, LLC has you covered. We work with individuals, business owners, and families alike to deliver an objective approach to individual and corporate financial planning. Clients have grown to expect a thorough and comprehensive experience when working with our advisors. We strongly believe that there is no “one size fits all” approach when it comes to managing your money and providing b... read more

Location details

200 Gibraltar Road, Suite 315, Horsham, PA, 19044, United States

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WeekdayScheduleStatus
Mon8:30 a.m. to 4:00 p.m.
Tue8:30 a.m. to 4:00 p.m.
Wed8:30 a.m. to 4:00 p.m.
Thu8:30 a.m. to 4:00 p.m.
Fri8:30 a.m. to 4:00 p.m.
SatClosed
SunClosed
5.02 reviews
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BNI Warrington Regional's profile image
BNI Warrington Regional 
a month ago

Josh is our current BNI chapter President so we can attest to his expertise as a financial advisor. His personalized approach and 20+ years of experience have helped several of our members and their networks create better financial strategies. Josh doesn't give cookie-cutter advice - he understands that every situation is unique. His leadership as our chapter president shows the same dedication he brings to his clients. Highly recommend Josh Rothbard for financial planning! 

Michael Lenge's profile image
Michael Lenge 
3 months ago
Tyler Rothbard's profile image
Tyler Rothbard 
5 years ago
sue paul's profile image
sue paul 
7 years ago
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Frequently asked questions about Secure Planning Group

How is Secure Planning Group rated?

Secure Planning Group has a 5 star rating with 2 reviews. 

When is Secure Planning Group open?

Secure Planning Group is closed now. It will open tomorrow at 8:30 a.m.