Safe Money Resource
An independent financial services firm, Safe Money Resource specializes in safe retirement income planning and wealth preservation strategies. We are committed to consumer education and conscientious service with responsibility and accountability. Our objective is to help our clients attain lasting retirement financial security. We focus on developing personalized financial plans which preserve wealth, provide income growth, are tax-favored, and generate returns at minimal risk. Since our founding in 2006, Safe Money Resource has educated and served thousands of clients across the United States.
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Verified contacts
5
available on Kipplo
LinkedIn employees
8
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
5
organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- PP
Poonam Patil
Account Assistant · Finance & Accounting
EmailPhone - WA
Wendy A Wilson-Hunt
Financial Advisor and Internal Support · Finance & Accounting
EmailPhone - TC
Terence Connelly
Annuity Marketing Director · Other
EmailPhone
Showing 3 of 5 verified contacts
Top roles at Safe Money Resource
5 distinct titles indexed · top 5 shown.
- 1account assistant
- 1annuity marketing director
- 1director of insurance
- 1financial advisor and internal support
- 1industrial accountant
Sign up to unlock all 5 contacts at Safe Money Resource
Free for 7 days · 50 credits · no card · only pay for verified records.
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