Kevin Berry | Secure Financial Solutions

(on regency parkway)
Financial and Investment Services in Cary, NC
Financial and Investment Services
Financial Services

Hours

Monday
9:00AM - 5:00PM
Tuesday
9:00AM - 5:00PM
Wednesday
9:00AM - 5:00PM
Thursday
9:00AM - 5:00PM
Friday
9:00AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

2500 Regency Parkway
Cary, NC
27518

About

It is important to feel you have control over your future. At Secure Financial Solutions, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Kevin began his career in the financial services industry when he joined Asset Protectors and Advisors Group in Raleigh, North Carolina where he has spent the almost a decade designing lifetime income and wealth transfer strategies, from the simplest to the most complex. He has trained and instructed hundreds of individuals along with financial planners around the country on the real power of certain financial tools as they pertain to wealth building and tax elimination. Kevin’s expertise centers in the fields of tax mitigation, wealth enhancement, and income planning. In 2013 Kevin partnered with John Jenkins and is now the Vice President of Secure Financial Solutions in Cary, North Carolina. Secure Financial Solutions is a full-service financial firm helping clients obtain a strong and prosperous retirement.

John is passionate about teaching folks powerful financial planning concepts and how to avoid the common misconceptions, myths, and mistakes so many people make when planning for retirement. John has spoken at workshops across the country, teaching clients how to take control of their finances and retirement to make sure they never outlive their savings. John started his own company Secure Financial Solutions in Cary NC in 2010.

John and his family live in Ponte Vedra Beach, FL. He stays very busy raising his children; Zack, John III, Alex, and Chris. The family enjoys playing with their four dogs; Terrapin, Aiko, Anouk, and Trump. John is active in his community and enjoys coaching his son’s baseball team. In his spare time; John enjoys golfing, boating, riding motorcycles and attending Jacksonville Jaguars football games.

If you would like to learn more about Secure Financial Solutions or would like to schedule a no-obligation meeting, please contact us today!

Photos

Kevin Berry | Secure Financial Solutions Photo Kevin Berry | Secure Financial Solutions Photo Kevin Berry | Secure Financial Solutions Photo

Services

  • Retirement Planning
  • College Planning
  • Investment Services

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Information

Company name
Kevin Berry | Secure Financial Solutions
Category
Financial and Investment Services

FAQs

  • What is the phone number for Kevin Berry | Secure Financial Solutions in Cary NC?
    You can reach them at: 919-654-6838. It’s best to call Kevin Berry | Secure Financial Solutions during business hours.
  • What is the address for Kevin Berry | Secure Financial Solutions on regency parkway in Cary?
    Kevin Berry | Secure Financial Solutions is located at this address: 2500 Regency Parkway Cary, NC 27518.
  • What are Kevin Berry | Secure Financial Solutions(Cary, NC) store hours?
    Kevin Berry | Secure Financial Solutions store hours are as follows: Mon-Fri: 9:00AM - 5:00PM, Sat-Sun: Closed.