If you’re one of our clients, you probably know we have multiple offices in Florida to serve your needs. But did you know that we also have an office in Rochester, Minnesota?
As our firm continues to grow, we want to be able to expand our offering and build a presence in the Rochester, MN, community. Financial advisor and CERTIFIED FINANCIAL PLANNER™ Terry George heads up our Minnesota office, bringing a wealth of extensive experience in financial planning and portfolio management to the clients we serve. He has more than 15 years of industry experience helping clients find the best solutions to their financial challenges.
Our Rochester, MN, office is located at 4057 28th Street NW, Suite 300, Rochester, MN 55901. If you have benefitted from our services and your relationship with us, and if you have family or friends in the Rochester, MN, area, we encourage you to let them know we’re here to help them! To learn more about our Rochester office and how Terry George can help you, give us a call at 507-216-6089 or email us at sfm@sfmadvisorgroup.com.
About Security Financial Management
Security Financial Management is an independent financial services firm dedicated to delivering exceptional service built on reliability and trust. With 3 locations in Central Florida and 1 in Rochester, MN, SFM has been partnering with clients for over 25 years, providing comprehensive financial planning. To learn more about Security Financial Management, connect with them on LinkedIn.
Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA & SIPC.
Security Financial Management is independent of ProEquities, Inc.