Security Federal Investments offers advice-driven, personalized investment services designed to help make your financial dreams come true. Our investment advisors are salaried and do not receive commissions.
Who benefits from Investment Services?
• Individuals approaching retirement or planning for retirement
• Individuals seeking management of existing savings
• Individuals planning for a major expense in the future such as college tuition or a second home
• Individuals seeking to manage lump sum, cash distributions
• Individuals who need to maximize the benefits of tax efficient investments
• Individuals seeking strategies to maximize current income
• Businesses or non-profit organizations seeking to manage investments
• Businesses or non-profit organizations seeking to establish retirement plans for their employees such as 401K or SEP
Our Services / Products Include
• 401K Rollovers
• Stocks
• Bonds
• Traditional/Roth IRA'S
• Annuities
• REIT'S
• 529 Plans
• Mutual Funds
• Managed Accounts
For more information about our Investments Services, call 803.641.3000 or toll free 866.851.3000. Investment Products are offered by UVEST Financial Services, member
NASD /
SIPC. UVEST is independent of any financial institution.
