Surepath Financial Services, LLC provides investors custom-tailored investment strategies to meet short- and long-term needs. We provide full transparency in the form of separately managed accounts. Our goal at Surepath Financial Services, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients' interests first.
The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.
In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.
We empower you to navigate today's complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
*Insurance offered through Kenneth O'Leary.