About Stephanie

SEC FINANCIAL SERVICES, LLC

SEC Financial Services LLC, was founded in 2020 with the purpose of providing comprehensive financial planning services to businesses and individuals.

This company was formed in the midst of a global crisis, the “COVID-19” pandemic, to help all small businesses manage their finances in a state of emergency; and in turn, each individual who was affected by this economic crisis. We deliver personalized financial advice to help you and your business achieve your goals, for us is very important to understand your needs and your actual situation, to help you plan your lifelong income, retirement, and make smart investment decisions.

Why Choose Me?

Bachelor in Business Administration UNAPEC University APEC
Masters in Food & Beverage UNAPEC University APEC
Certified in Casualty & Property - American School of Business
Authorized dealer for QuickBooks Payroll
Certified Proadvisor for QuickBooks Online
Notary Public - National Notary Association Certified Agent
Bilingual - Fluent in English and Spanish

Testimonials

Sec Financial Services is one of the few firms that offers all the services a business owner like me needs, so professional and very good explaining and answering all my questions. Thanks to them my business is running good during Covid 19 and I was approved for the Emergency disaster Loan assistance from SBA. So thankful!

Sandy Vargas
CEO
Sammy Rims Express Corp

Stephanie is such a lovely person, She is professional, intelligent, and detail oriented it has been a pleasure working with her. Definitely recommend SEC Financial Services. Proud to have her as my bookkeeper, I know I am in the right hands.

Jeislee Gonzalez
Owner
JGO Insurance

Thanks to SEC Financial Services i was able to organize my finances and understand the importance of good administration, Stephanie thank you for reaching out to me in the most needed moment, thanks for your excellent customer service and for guiding me and updating my company, my taxes and my bookkeeping.

Juan Medina Jones
Owner
Juan Jess Trucking LLC

All I have to say is SEC Financial was a blessing into my life. It was the best recommendation ever! She was able to help me fix my credit, and with an affordable price. She works very thoroughly with you in detail. Very professional, business friendly and she shows care in her work. Thank you! I highly recommend SEC Financial.

Cindy Quiroz, NY
Credit Repair

Sandy Vargas
CEO
Sammy Rims Express Corp

Jeislee Gonzalez
Owner
JGO Insurance

Juan Medina Jones
Owner
Juan Jess Trucking LLC

Cindy Quiroz, NY
Credit Repair

About Stephanie

About Stephanie

SEC FINANCIAL SERVICES, LLC

SEC Financial Services LLC, was founded in 2020 with the purpose of providing comprehensive financial planning services to businesses and individuals.

Why Choose Me?

Testimonials

Let’s Be Social

Serving

Hours of Operation

Schedule a Free Consultation