About Us
Here at Safe Money Inc., we are here for all your financial needs. We help guide you through financial planning, estate planning, tax preparation, wills and trusts, home refinancing, and much more!
- Financial Planning
- Retirement Planning
- Estate Planning
- Life Insurance
- Tax Services
Our goal is to help you gain a better understanding of your current financial standing, how you can better your current situation, and how to fix any issues that may arise. Contact us today for a FREE one on one financial review!
Learn More Get in ContactServices
Ready to Start?
Contact us now for a free consultation
Team
Philip Nisonger
PresidentPhilip is the current president of Safe Money Invest
Nilima Agrawal
Vice PresidentNilima is the current vice president of Safe Money Inc.
Frequently Asked Questions
"How do I pick the correct financial adviser?" is the first question clients should ask. Anyone can advertise as a "financial counselor," but this does not always imply education or expertise. Here are some of the most often requested questions from potential clients:
-
How do you approach giving financial advise
to your clients?
We are client-focused and committed to building long-term partnerships with our customers. We take our duty as Financial Planners seriously and are dedicated to serving our customers' best interests at all times. We are not simply investment managers or "brokers." We are advisers that want to be a part of your financial life.
-
What procedure do you use to manage my
investments?
We use thorough analysis to design successful investment strategies and periodically review these assets to ensure that they perform as intended. Investments are chosen in combination with your other significant financial objectives.
-
What elements of my financial life can I
anticipate you assisting me with?
All parts of your financial life that you are worried about are important to us and will be addressed throughout our meetings and talks.
-
Are you available to address my queries at
any time?
We keep our business open and accessible. You may expect to reach us anytime you need help, and in most cases, the charge for maintaining your account covers everything.
Contact
Location:
1515 Lincoln Ave. San Jose, CA 95125
Email:
nili@safemoneyinvest.com
Call:
+1 (877) 244 1315
+1 (408) 338 8352