Jimmy L Lundy CPA PA - Crestview (FL)

Robert Taylor Extremely professional, and a joy to deal with

Courtland Hunt I refer my clients to J.B. because of his variety of financial products and ability to cater to those just getting started with investing as well as with advanced portfolios.

Matt Weaver Full disclosure: My company gets health insurance through Philip Financial Group. My experience with Philip Financial has always been extraordinarily great. Any time Ive had an issue or question they have responded within a day, and have even called the insurance company (they are a broker) to handle a few issues for me. On top of that, Ive recently engaged them for personal financial help/advice. Because my health policy is with them, I was not charged for the financial advice. The gentleman I worked with, Dwight, was very professional and helped turn several financial worries into very achievable goals. I cant speak for their work as far as their money services go, as Ive not worked with them in that realm.

Gerrid Smith Great wealth advisor in Sarasota! Highly recommended.

Jennifer Camejo They are the best. Always doing my taxes with them. Very professional

Norm Reynolds 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.

Matthew McGarr Andrea is an amazing, competent individual of the highest integrity. She has a vast amount of knowledge about loan products in Florida, so she can get you the loan that fits your situation. Best of all, you can always trust her to do whats right for you! I highly recommend her!