Security Financial Management - Orlando (FL)

5 /5 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.

5 /5 Robert Woodbery: 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.

5 /5 K E: 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!!

5 /5 Jean-Sebastien Fabre: 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.

5 /5 Mike Smyth: 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.