Secord Joe CFP CLU CIP

Security Holdings Ltd, established in 1982, specializes in investment and insurance products tailored to individual client needs, emphasizing the importance of developing ongoing relationships to adapt to changing circumstances. With over 40 years of combined experience in investment and estate planning, their team offers a variety of services, including asset management and employee benefit plans. The company prioritizes client needs and provides personalized consultations, either in their office or in the comfort of clients' homes. As brokers, they offer a comprehensive range of financial and insurance products designed to meet specific requirements and assist clients in their financial journeys. Generated from the website

Pattison Financial Group is an independent financial planning firm based in Hampton, NB, founded in 1999. The team comprises seasoned financial planners and advisors with an average of over 25 years in the industry, dedicated to providing comprehensive services in investment management, tax and estate planning, and cash flow management. Under the leadership of George Pattison, the firm prioritizes client integrity and aims to cater to the financial needs of individuals and families across Canada. With a commitment to enhancing service offerings, Pattison Financial Group values solid financial advice as the foundation of their client relationships. Generated from the website

Roger Young, CFP is a financial planning firm based in Hampton, NB, specializing in providing personalized financial advice and services to individuals and families. With a focus on helping clients achieve their financial goals and secure their financial future, Roger Young, CFP offers a range of services including retirement planning, investment management, and estate planning. Generated from their business information