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My Secure Advantage
- Financial Services
- Roseville, CA
About this business
History Established in 1986. www.clclegalplans.com - CLC Incorporated (company) www.mysecureadvantage.com - My Secure Advantage (financial product)
Location details
3001 Lava Ridge Ct, Suite 250, Roseville, CA, 95661, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Why didn't I do this years ago? Most of us get no training on how to budget and spend money wisely. This service has been a huge stress reliever. I'm not where I want to be yet, but 6 weeks into this process, I'm more aware of where my money is going and where I need to be focusing my financial attention. I urge everyone to check this service out.
Thought I am a good money manager, I have never used a budget to more clearly see where our money has been spent. Setting up a budget was relatively painless and very helpful for our future planning.
Connie was excellent. Truly helpful and genuine in her approach to create a sound budget.
Was able to utilize this service for free through my employer. They have an incredible range of options, helping me with monthly budgeting (and really understanding where I spend), allowances for tax purposes, college saving for the kids, and even what to pay off and when. My coach Connie takes customer service to the next level with her warm and genuine engagement. You can tell it's not just a job. If you want to understand your money, MSA is the way to go.
It was my first time approaching any kind of financial coach. Connie Smith was my coach, and she was fabulous! We had bi-weekly meetings and she was so focused about helping me reach my financial goals. She was no doubt very knowledgeable, and there was something I was able to take away at the end of every session. A 5* rating for her!
This has been one of the best decision I have made. My life has completely changed in 90 days! Thank you so much Patrick Way!! His professionalism and knowledge has helped me tremendously. MSA is an awesome company who employs awesome people. Truly thankful for this experience :)
Frequently asked questions about My Secure Advantage
How is My Secure Advantage rated?
My Secure Advantage has a 4.7 star rating with 90 reviews.
When is My Secure Advantage open?
My Secure Advantage is closed now. It will open at 8:00 a.m.
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