CPA Financial Management Inc, 1802 S Fiske Blvd, Rockledge, FL 32955, US

HistoryThere are a few things our leadership team knows to be true. First, a good relationship is a powerful thing. Fact is, people test people every day to see if their word has meaning. We invite you to give us a shot. For three decades we have built our firm around reliability and trust. And a hands-on style of customer service. From investment strategies for minimizing estate and income taxes, investment allocation and diversification, to asset protection and planning for persons with disabilities, we're responsive, experienced and thorough. Like your own C.F.O. should be. The leadership team at Security Financial Management is regularly invited to speak at state conventions throughout the US to discuss Estate and Financial Planning and has been featured in the Orlando Sentinel for their financial planning experience.SpecialtiesCome-in looking for a financial planner and walk-out with your very own CFO. Advisory Services offered through Investment Advisors, A Division of Pro-Equities, Inc. A Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer, Member, FINRA and SIPC. Security Financial Management is independent of ProEquities, Inc.

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