Secure Wealth Planning Group, Boca Raton FL

Richard is absolutely amazing. He takes each of his clients to heart and makes us feel that we are NOT a number. For him, we are families that work hard to provide for our kids and to plan a future retirement that we can actually enjoy. He manages, plans and protects our investments with great knowledge and dedication. He has a wonderful way to explain such investments and their development. His work ethic and kindness are simple unparalleled. We are so grateful that we met him and that he is our FIDUCIARY financial planner, advisor and friend.

Richard has showed me a new paradigm on investment. I feel much more safe and without stress. I couldn't be ore grateful. Great customer service and always ready to engage and take the best profit! Highly recommended

Ive really enoyed working with richard who has been very upfront and generous with his time and advice.

Professional and courteous team, supper transparent in all aspects, amazing investment strategies were presented to me, very knowledgeable on trust and wills. Easy access to the team in person or online. Easy access to their Office.

Great people to work with, explain everything down to the last detail.
Very trustworthy.
I sleep very good at night knowing my investments are well taken care of.

I was recently divorced and had been a housewife my entire life before moving to Florida. My divorce settlement was dwindling each month as I paid bills but was too afraid to invest. A family friend recommended that I speak with Richard. This was the best recommendation I got in my life.

Richard met with me and he took the time and patience to educate me all about the kinds of investments that would be good for me with limited risk. I knew nothing about investments before and felt very comfortable with him. I feel Richard cares about his clients as a person not just an account. He has delivered excellent returns with minimal risk since I became a client.

I waited over a year to write this review. I continue to feel more and more comfortable with Richard each month. Not a month goes by without Richard calling me to go over the different notes and coupons paid and redeemed. Anytime, I reach out my calls are answered or promptly returned.

If you want someone who cares about you as a person who will ensure that your investment strategy is tailored to your needs, and will deliver above average returns, Richard is your man.

Thank you Richard for everything you do for me and my kids.

Hello,

I found Richard Ehrlich, CEO and Owner of Secure Wealth Planning through Google. I read all the reviews, and decided to give him a call, make an apointment and share my financial goals and see if we could work together.

I was so impressed by his personality, his knowledge about finances and investing, and the great human being he is.

When I met him, I was in a very rough situation. My husband got diagnosed with cancer, and I felt alone and lost, and I sought his help on how to plan for us and our three kids.

Richard not only educated me, but gave me the opportunity make the necessary changes, and invest in notes which are group of stocks, and build a solid retirement plan. Step by step.

We did many other things that is allowing me to shift my worry and be happy and plan a future with my husband whom after a year, we are in remission.

Richard is excellent, knowledgeable, and someone you can trust to help plan for a healthy retirement. I am so looking forward to continue working together.

Call him, and find out for yourself how great of a financial advisor he is.

Regards,
Hanneh Bandi

Investing is relatively easy with Richard and his team. They keep you informed and make the online paperwork simple.

I have been dealing with Secure Wealth Planning Group, Richard Ehrlich since 2016. I only have good results from dealing with him. Richard is always responsive to my many calls and answers all of my inquires. In fact I stop by his office frequently to discuss my various investments with him and go over my statements with him. It is very comforting to be able to sit down and go over (review) my annual statements and my annual index investment. His staff is also very courteous and responsive to
my inquiries. He also has good coffee.

Bob Mednick

So far I've been very impressed with Richard and team with Secure Wealth Planning Group. We are seeing consistent, nice returns on our investments.

Richard stole over $70,000 from my father, sold him a house to help build finances and found out that was a scam. Please please go ANYWHERE else but to this scam. He will respond saying "I'm not" or "I don't know her" but he knows me. He is a liar. Don't give this guy your finances, unless you want to be broke and struggle for the rest of your life.

Richard made us feel very comfortable from the moment we met him. He took the time to explain his business and what he could do for us.we feel very lucky to have a caring & sincere fiduciary helping us achieve our goals.
Michael also helped us with our account information and being able to find our account easily and understanding it.
Richard & Michael are both wonderful to work with and we look forward to a long & fruitful relationship with both of them.

Richard has opened my eyes to alternative investments and I am very happy with everything he (and I) have done so far

Richard treats you like family and helps you to meet your financial goals as if it were his own personal accounts.

Dealing with Richard is always a pleasure. He is very knowledgeable and professional. He knows his business and is always looking out for his clients benefit.