Security Financial Management - Orlando, Florida

Okay, here’s a comprehensive overview of Security Financial Management, presented in a formal and helpful manner, incorporating all the provided details and aiming for approximately 400 words:

Security Financial Management: A Reliable Partner for Your Financial Future

Security Financial Management (SFM) is a dedicated financial planning firm committed to providing personalized and expert guidance to individuals and families seeking to achieve their financial goals. Located at 2420 S Lakemont Ave Suite 120, Orlando, FL 32814, SFM operates with a client-centric approach, focusing on building long-term relationships based on trust and understanding. You can reach them directly at Phone: 4076444686, or visit their website at Website: sfmadvisorgroup.com. The company prides itself on accessibility, offering a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom to ensure a comfortable experience for all clients.

Core Services and Expertise

SFM specializes in a wide range of financial services, designed to address diverse client needs. Their team possesses a significant depth of knowledge and experience within the financial industry, enabling them to develop comprehensive strategies encompassing retirement planning, investment management, estate planning, and insurance analysis. They demonstrate a commitment to staying abreast of market trends and regulatory changes, ensuring clients receive the most current and relevant advice. The firm’s strength lies not just in individual expertise, but in the collaborative synergy of their entire team, resulting in a truly holistic approach to financial well-being.

Accessibility and Client Experience

SFM is dedicated to providing a seamless and accommodating experience for all clients. Appointments are recommended to ensure sufficient time for a thorough discussion of individual circumstances and goals. Beyond physical accessibility, the company fosters an environment of attentive service and clear communication. They prioritize understanding each client’s unique situation and tailoring solutions accordingly. The firm currently holds 11 reviews on Google My Business, and boasts an impressive average opinion of 5/5, reflecting a consistently positive client experience.

Key Points of Interest

• Specialties: Financial Planning
• Location: 2420 S Lakemont Ave Suite 120, Orlando, FL 32814
• Contact: 407-644-4686
• Website: sfmadvisorgroup.com
• Accessibility: Wheelchair accessible entrance, parking, and restroom

Final Recommendation

For individuals and families seeking a knowledgeable and trustworthy partner to navigate the complexities of financial planning, Security Financial Management presents a compelling choice. Their commitment to personalized service, combined with a team of experienced professionals, makes them ideally suited to help clients build secure financial futures. We strongly encourage prospective clients to visit the sfmadvisorgroup.com website to schedule a consultation and explore how SFM can assist them in reaching their financial aspirations.

---

Do you need any adjustments or further elaboration on any aspect of this description

👍 Reviews of Security Financial Management

K E.

5/5

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!!

Jean-Sebastien F.

5/5

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.

Mike S.

5/5

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.

Norm R.

5/5

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.

Robert W.

5/5

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.

Eddie B.

5/5

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 about your investments, give you plenty of options, and respond quickly, Mike is the one for you!

Richard L.

5/5

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.

Thomas G.

5/5

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!