Overview

Security Financial Management, Inc. is a decades old boutique style, full-service Independent Financial Planning firm, with offices in Orlando (Baldwin Park), Melbourne/Viera & Rochester, MN. SFM expends great care, energies & resources to ensure every person in the firm feels part of our family, while operating as one efficient & effective team. SFM’s ultra-supportive atmosphere of camaraderie permeates the entire organization, guiding our collaborative culture, building trust among team members, helping to make SFM an ideal and valued home for Independent Financial Advisors and their support staffs. SFM works with a wide mix of clients, ranging from individuals, households, businesses & their owners, engineers, athletes, retirement plans, etc. In 2019 & 2020, SFM was honored to be recognized as the “The Best Financial Planning Firm in Winter Park”. This award is given by the Winter Park Chamber of Commerce to the nominated firms who receive the highest number votes from the community. Transition Support Resources are enormously robust, combining our local SFM Team of experts and Concourse Financial Group Home Office Transition Team. SFM is actively seeking experienced top quality FAs to join our team & aggressively searching for suitable M&A opportunities. SFM would very much appreciate an opportunity to have an initial conversation to learn about you &/or your firm to determine if together we can all become even more successful!

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...