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For three decades we have built our firm around reliability and trust. And a hands-on style of customer service. From minimizing estate and income taxes, investment allocation and diversification, to asset protection and planning for persons with disabilities, we are responsive, experienced and thorough. Like your own C.F.O. should be. See our other offices 8245 Devereux Dr. Suite 103, Melbourne, FL 32940, 6900 Tavistock Lakes Blvd. Suite 400, Orlando, FL 32827, 4057 28th Street NW, Ste 300 Rochester, MN 55901
2420 S Lakemont Ave, Suite 120, Orlando, FL, 32814, United StatesGet directions
|Mon||9:00 a.m. to 5:00 p.m.|
|Tue||9:00 a.m. to 5:00 p.m.|
|Wed||9:00 a.m. to 5:00 p.m.|
|Thu||9:00 a.m. to 5:00 p.m.|
|Fri||9:00 a.m. to 4:00 p.m.|
My wife and I were introduced to Mike Allen a couple of years ago. Wish we have had the pleasure sooner. First class organization. Great communication, very detailed, very comfortable with Mike taking care of our portfolio. Highly recommend to anyone.
We highly recommend Security Financial Management. We have been with Mike Allen for many years. He has seen us through our working years and transitioned us into retirement. Mike and the team really take an interest in us as clients, communicate very well, and look our for our best interests. 5* communication with this group.
I've been with them about 30years, and their service is outstanding. Mike's personal touch and concern in handling our accounts is exemplary and he is always helpful. I highly recommend using them and I trust them.
Dave Allen and his team of Financial Planners have managed our portfolio for over 20 years. Our funds are balanced and have survived several downturns with minimal consequences. SFM is a class act and they are highly recommended for all of your long term financial goals.
I have always had great experience with proffessionals endorsed by Dave Ramsey, but this guy topped it all! Micheal has a heart of a teacher, and is true proffessional! Even though my wife and I do not have a great wealth, he still took time to meet with us several times to help us plan for the future, find great deals on insurance, and has made himself available at pretty much anytime to answer quetions about our financial decisions! I can't reccomend Michael high enough! If you want a fnancial advisor who will teach you... read more
Security Financial Management has a 5 star rating with 8 reviews.
Security Financial Management is open now. It will close at 5:00 p.m.