Broker Check

Community Involvement

Longtime Members of the “Giving Back” way of life.

Dig deep into the philosophy of any successful company and there’s a good chance you’ll find a commitment to more than just profit. At Security Financial Management, providing sound financial advice is only part of the equation. Making a difference is the other. We believe that people, families and neighborhoods flourish when we all accept the responsibility of being a member of the community which is why we make giving back a part of who we are as a company.

We strive to be involved in various community philanthropies including the American Heart Association, the Down Syndrome Association of Central Florida, and the Genesis House, Inc of Melbourne.

For the second year in a row we are honored to have been voted Best Of Winter Park, which celebrates our local businesses and cultural institutions.