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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 |
I have been working with a money coach for 3 months now and it has helped my husband and I get on track. My husband and I both work full time and we have two tiny kids with huge childcare expenses, and no time to even think about our finances. We had been barely making ends meet and our monthly expenses have been exceeding what we earn. Tammy helped us find places in our monthly budget where we can save money and the scheduled sessions pushed us to do things we've been meaning to do but putting off with regards to our financ... read more
I was feeling overwhelmed when I started working with Lisa. She helped me get on track, create a budget, get out of debt and build savings. When I needed to retire 18 mos. early due to an increasingly hostile work environment, I was in a position to do so, which I might not have been without her help. More recently, I have been working with Angelike. Each brought a unique perspective and I have learned a lot from both.
I never thought one firm could help us solve so many financial challenges from our daughter starting college to taxation, and help starting a business. MSA has helped in too many facets of our lives to even count!
Love working with MSA. A very knowledgeable staff and Tiffany is phenomenal. She does give it straight without you feeling ashamed of your situation
Tiffany Willis is very knowledgeable about investing and my future retirement looks so much better today than it did when we first started talking. I had thought that retirement would take care of itself, but in todays financial world that isn't true. With her help and guidance I believe that I can comfortably retire, and travel a little as well. If it wasn't for her I wouldn't have even looked at it till it was to late to do anything about it. THANK YOU TIFFANY!
MSA and Patrick Way have been helping me improve my financial situation. The website is very informative and has so many wonderful tools and videos to help you. I am so glad I signed up with MSA and have Patrick guiding me on this journey.
Tammy Davidson has been doing an excellent job of coaching me on savings strategies, tax planning, and home purchase scenarios. Looking forward to an even more productive year!
Chad Wolfe has been most helpful with insight, ideas and opportunities concerning my finances. From managing credit card balances, reducing debt, and setting plans in place to manage occasional expenses, Chad has helped me reduce stress as it relates to my overall financial wellness.
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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