Royal Securities Company
About This Business
Royal Securities Company, established in 1992, is a financial services firm dedicated to providing quality guidance, building trust, and developing innovative solutions to help clients achieve their financial goals. The company's team of professionals, many with designations such as Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner (CFP), work closely with clients to understand their entire financial picture and provide tailored resources to meet their needs. Royal Securities offers a full range of financial planning services and products from respected companies, serving individuals, families, seniors, executives, business owners, retirees, employers, professionals, corporations, hospitals, schools, and municipalities. The company's mission is to make a difference in the lives of its clients, and its commitment to maintaining relationships is backed by a thorough financial analysis that encourages clients to share their goals and aspirations. This approach allows Royal Securities' associates to provide a personalized 'financial blueprint' that identifies disciplines clients wish to maintain, helping them achieve their financial objectives. Whether clients are just starting out or well on their way, Royal Securities is dedicated to helping them navigate their financial journey and achieve their dreams. With a focus on retirement planning, the company recognizes the importance of accurately estimating life expectancies and understanding the uncertainties surrounding retirement. By working with Royal Securities, clients can gain a deeper understanding of their financial situation and develop a comprehensive plan to ensure their financial security and success.
Customer Reviews
1 total reviews
Aiden Pritchard
June 06, 2025Missed the Mark on Financial Planning
I was really looking forward to working with Royal Securities Company, given their impressive credentials and mission to provide personalized financial guidance. Unfortunately, my experience was a letdown. Despite their team's qualifications - I was working with a Chartered Financial Consultant (ChFC) - the advice I received felt generic and not tailored to my specific financial situation. The 'financial blueprint' they provided, which was supposed to be a comprehensive plan, lacked depth and failed to address several key areas I had discussed with them. For instance, they didn't adequately consider my retirement goals or provide a thorough analysis of my investment options. Their retirement planning focus, while commendable, seemed more like a sales pitch than a genuine concern for my financial future. The life expectancy estimations they used seemed overly simplistic and didn't account for various factors that could impact my retirement savings. What was most disappointing, however, was the lack of follow-up and adjustments to the plan as my financial situation changed. It felt like once they had my business, they were less interested in maintaining a close relationship or in helping me navigate the complexities of my financial journey. Overall, while Royal Securities Company has a compelling mission and a team of professionals with impressive designations, my personal experience was underwhelming. They seemed to prioritize selling products over providing genuinely personalized advice, which isn't what I expected from a company that promises to make a difference in the lives of its clients.
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Review Statistics
Based on 1 reviews