Security Financial Management, Inc.

www.sfmadvisorgroup.com

Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years. Voted The Best of Winter Park - Financial Planning Firm 2023, 2022, 2021, 2020 Frank S. Lovaglio, David P. Allen, Michael D. Allen, Sylvia Williams, Suzanne M. Breitwieser and Cindy E. Fowler are the SmartVestor Pros who provide financial and investment advice to the Central Florida listeners of The Dave Ramsey Show, a nationally syndicated financial talk radio show. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. is affiliated with Kestra IS and Kestra AS.

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Security Financial Management, where service and dedication to our clients has been our main stay for over 25 years. Voted The Best of Winter Park - Financial Planning Firm 2023, 2022, 2021, 2020 Frank S. Lovaglio, David P. Allen, Michael D. Allen, Sylvia Williams, Suzanne M. Breitwieser and Cindy E. Fowler are the SmartVestor Pros who provide financial and investment advice to the Central Florida listeners of The Dave Ramsey Show, a nationally syndicated financial talk radio show. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. is affiliated with Kestra IS and Kestra AS.

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Country

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State

Florida

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City (Headquarters)

Orlando

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Employees

11-50

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Founded

1986

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Equity Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Income Tax Preparer

    Email ****** @****.com
    Phone (***) ****-****

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