Safe Money Solutions

Safe Money Solutions

Hours

Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM

Chamber Rating

Verified Member
5.0 - (7 reviews)
7
0
0
0
0
Read Our 7 Reviews

Chamber Rating

Verified Member
5.0 - (7 reviews)
7
0
0
0
0
  • Don Richards

    I first sought Anthony's help moving a 401k back in 2008. I had always found it hard to find a financial advisor that would take the time to make me comfortable about the security of my investments. Since then, Anthony, Sally, and Brianna have worked with me on every step of my retirement planning. I would highly recommend Trupiano & Associates to anyone seeking help with retirement, estate planning, or any other financial decisions.
    Mar 18th, 2020

  • ELISA HAUCK

    From implementing a new 401 K plan to navigating open enrollment every year for our health care plan I can not say enough good things about this company. Anthony and Sally remember all the details so you don't have to. Their customer service is by far the best in the business. We get monthly check in calls, reminders, and quick responses to any issues that arise. I feel as though its family and that means a lot to me and my employees.
    Nov 11th, 2019

  • Denielle Vitale

    It is without hesitation that we provide a testimonial for Trupiano & Associates. They have provided us with exceptional service with regards to our Health Insurance and Retirement planning programs. Anthony and the entire staff at Triupiano & Associates continue to display a level of professionalism which is hard to find in today’s business climate. The personnel at the Agency are extremely conscientious and are very responsive to all our needs. They truly take customer service to the next level. They have gone above and beyond to accommodate all our needs. Anthony and his staff have provided retirement and health insurance counseling and advice for our entire staff, as well as myself for over 5 years. I have the utmost confidence in his services and have continually recommended his agency to several of my clients and friends. Anthony’s knowledge in insurance and retirement planning is at an elite level. This expertise makes him a pleasure to work with. His compassion to understand the needs of each individual and family, allows for him to map out options tailored to satisfy each unique situation. Furthermore, his knowledge of the ever-changing insurance industry allows him to provide us with weekly updates with regards to regulatory changes that may effect out staff. I am glad to call him a friend and would highly recommend using his services
    Sep 11th, 2019

  • Ralph Tullo

    Anthony Trupiano is very knowledgeable and focuses on his client's needs. We believe he is compassionate, honest and a true fiduciary. His staff is equally efficient and helpful. So far, we have been pleased with his handling of our accounts.
    Aug 24th, 2019

  • kim Bayshore

    Anthony and Sally are two of the nicest people I’ve met. They have helped me enormously over the last year and have done everything possible to make open enrollment a breeze. They consistently go above and beyond for our employees and are always willing to help. They do so many things for our employees that they could honestly do for themselves. However, Anthony and Sally truly understand that navigating insurance isn’t the easiest thing for everyone. They are always willing to take on any task to help our employees and make their lives easier. I’ve never experienced this level of service with any insurance agent before.
    Jul 12th, 2019

Read Our 7 Reviews

About
Safe Money Solutions

At Safe Money Solutions, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

Contact Info

Questions & Answers

Q What is the phone number for Safe Money Solutions?

A The phone number for Safe Money Solutions is: (407) 322-2555.


Q Where is Safe Money Solutions located?

A Safe Money Solutions is located at 1540 International Parkway Suite 2000, Suite 2000, Lake Mary, FL 32746


Q What is the internet address for Safe Money Solutions?

A The website (URL) for Safe Money Solutions is: http://www.safe-money-solutions.com/


Q How big is Safe Money Solutions?

A Safe Money Solutions employs approximately 20+ people.


Q What days are Safe Money Solutions open?

A Safe Money Solutions is open:
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM


Q How is Safe Money Solutions rated?

A Safe Money Solutions has a 5.0 Star Rating from 7 reviewers.

Hours

Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM

Ratings and Reviews
Safe Money Solutions

Overall Rating

Overall Rating
( 7 Reviews )
7
0
0
0
0
Write a Review

Don Richards on Google

image I first sought Anthony's help moving a 401k back in 2008. I had always found it hard to find a financial advisor that would take the time to make me comfortable about the security of my investments. Since then, Anthony, Sally, and Brianna have worked with me on every step of my retirement planning. I would highly recommend Trupiano & Associates to anyone seeking help with retirement, estate planning, or any other financial decisions.


ELISA HAUCK on Google

image From implementing a new 401 K plan to navigating open enrollment every year for our health care plan I can not say enough good things about this company. Anthony and Sally remember all the details so you don't have to. Their customer service is by far the best in the business. We get monthly check in calls, reminders, and quick responses to any issues that arise. I feel as though its family and that means a lot to me and my employees.


Denielle Vitale on Google

image It is without hesitation that we provide a testimonial for Trupiano & Associates. They have provided us with exceptional service with regards to our Health Insurance and Retirement planning programs. Anthony and the entire staff at Triupiano & Associates continue to display a level of professionalism which is hard to find in today’s business climate. The personnel at the Agency are extremely conscientious and are very responsive to all our needs. They truly take customer service to the next level. They have gone above and beyond to accommodate all our needs.
Anthony and his staff have provided retirement and health insurance counseling and advice for our entire staff, as well as myself for over 5 years. I have the utmost confidence in his services and have continually recommended his agency to several of my clients and friends.
Anthony’s knowledge in insurance and retirement planning is at an elite level. This expertise makes him a pleasure to work with. His compassion to understand the needs of each individual and family, allows for him to map out options tailored to satisfy each unique situation. Furthermore, his knowledge of the ever-changing insurance industry allows him to provide us with weekly updates with regards to regulatory changes that may effect out staff. I am glad to call him a friend and would highly recommend using his services


Ralph Tullo on Google

image Anthony Trupiano is very knowledgeable and focuses on his client's needs. We believe he is compassionate, honest and a true fiduciary. His staff is equally efficient and helpful. So far, we have been pleased with his handling of our accounts.


kim Bayshore on Google

image Anthony and Sally are two of the nicest people I’ve met. They have helped me enormously over the last year and have done everything possible to make open enrollment a breeze. They consistently go above and beyond for our employees and are always willing to help. They do so many things for our employees that they could honestly do for themselves. However, Anthony and Sally truly understand that navigating insurance isn’t the easiest thing for everyone. They are always willing to take on any task to help our employees and make their lives easier. I’ve never experienced this level of service with any insurance agent before.


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Overall Rating

Overall Rating
( 7 Reviews )
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