Security Financial Management, Inc.
Orlando, United States (US) · Finance and Banking
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Security Financial Management, Inc is a financial advisory firm based in Orlando, Florida, dedicated to helping individuals and families achieve their financial goals.For over 35 years, we’ve provided comprehensive investment, retirement, estate, and insurance planning services to clients throughout Central Florida.
Overview
For over 35 years, we’ve provided comprehensive investment, retirement, estate, and insurance planning services to clients throughout Central Florida. We’re proud to be recognized as ‘Best of Winter Park’ for financial planning seven consecutive years.
Our team of experienced professionals – Frank S. Lovaglio, David P. Allen, Michael D. Allen, Sylvia Williams, Suzanne M. Breitwieser and Cindy E. Fowler – offer a personalized approach, working alongside you to build a tailored strategy that aligns with your values and long-term aspirations. We combine decades of experience with a commitment to independent advice and a focus on building lasting relationships.
We offer a multi-dimensional approach, integrating investment management, strategic tax optimization, estate planning, and risk management to provide a holistic view of your financial well-being. We are a member of the Kestra Financial network, providing access to a wider range of resources and expertise.
Contact Details
Orlando, United States (US), 2420 South Lakemont Avenue
+1
Founded
1986
Company Type
Private Limited Company
Employees
30-50
Categories
Services
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