Raymond James Financial Services - Merritt Island (FL)

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.

Scott Campbell, II Very helpful and professional. Would recommend for Personal tax filing as well as corperate returns. They have been in business many years and offer a valuable in depth knowledge to the tax filing process.

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.

Jay Cee Just gotta say that yall need to give Yolanda a huge raise because yall got the rep from heaven working for you! She helped me breeze through the process like she not only was gifted with smarts but cared about me. Thats platinum service! Thank you Yolanda!

Kimberly Wofford One word: CARES