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Secure Financial Services
97 Blakely Road, Suite 107
Colchester, VT 05446

Tel: 802-879-2077

Toll-free:
1-888-729-1700

Fax: 802-878-2504

Send an email now.

 

 

 
 

New SFS Resource Guide Now Available

In response to numerous requests, we have developed the SFS Resource Guide which is now available. Our new resource guide will provide clients with a convenient hard copy reference to the latest reports available from Secure Financial Services. While our web site contains information regarding our standard profit and loss report options and associated services, this resource guide is designed to:

  1. Provide an individual review of our currently available supplemental reports
  2. Offer related application(s) for each report
  3. Provide a convenient, easy to use file for quick reference and information

As we create new supplemental reports and analyses to meet the evolving needs of our clients, we will periodically send additional information that can be easily added to this binder for future reference.

If you would like to receive a copy of our new reference guide, please click on the link below and we will ship this convenient reference guide immediately.
Contact: wmpeters@tradeanalysis.com


Growth in New Service Areas

SFS has expanded in three key service areas over the past year:

1) Expanded expert witness capabilities with a growing group of staff professionals

  • Both liability and damages experts are available for case review and testimony

2) New graphic capabilities in both hardcopy and digital formats
  • Standard or custom charts are designed to clearly communicate key areas of a case and are often used to help focus case strategy.

3) Continuous service improvements
  • Investment and securities analysis is a dynamic business that must keep client needs as the first priority. We have added several new members to our operations and production staff to ensure case deadlines are met and our work product is 100% accurate… guaranteed.


Notes and Reminders

Case Status Communications

When communicating with SFS staff regarding:

  1. The status of your case – specifically critical instructions and updates
  2. Special requests relating to processing and deadlines
Please call Scott Moore or Chris Kilmer at 800.729.1700 or email customerservice@tradeanalysis.com

We suggest you use the telephone over email – as server traffic often delays email delivery and if the communication is of a critical nature, we prefer to speak directly to you to ensure all communication is clear and instructions are executed properly.

As always, we appreciate your business and look forward to serving you.


 


   
Copyright © 2008 Secure Financial Services, Inc. All Rights Reserved

Secure Financial Services, Inc.
97 Blakely Road, Suite 107
Colchester, VT 05446
802-879-2077