Security Financial Management
2420 South Lakemont Avenue, Orlando, FL 32814
Location & Phone number
2420 S Lakemont Ave Suite 120, Orlando, FL 32814, United States
About the Business
Security Financial Management is a reputable finance institution located at 2420 South Lakemont Avenue in Orlando, Florida, United States. We specialize in providing expert financial management services to help individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking to invest, save for the future, or plan for retirement, Security Financial Management is here to help you navigate the complex world of finance with confidence and ease. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"This firm offers a WEALTH of knowledge and professionalism, pun intended. I was referred by a friend and was truly blown away by the professional service & personal touch!"
"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."
"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."
"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."
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