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Security Financial Management
- Investment Service
- Orlando, FL
About this business
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
Location details
2420 S Lakemont Ave, Suite 120, Orlando, FL, 32814, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| 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. | |
| Sat | Closed | |
| Sun | Closed |
Security Financial Management has a wealth of knowledge and expertise in the industry. With their extensive team, they have provided the best financial advice tailored to myself and my family. I would highly recommend working with SFM!!
I have been working with Dave Allen for my financial and investment planning. Dave and his team are very attentive to my needs and provide very sound advice. I highly recommend Dave and the SFM.
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.
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.
Frequently asked questions about Security Financial Management
How is Security Financial Management rated?
Security Financial Management has a 5 star rating with 11 reviews.
When is Security Financial Management open?
Security Financial Management is closed now. It will open at 9:00 a.m.