“I have been working with Dave Allen for my financial and investment planning. Dave and his team are very attentive to my needs and provide very sound advice. I highly recommend Dave and the SFM.“
“I have been with foundations for 4 years now. They have went to bat for me on shorted claims and they have also always tried to steer me in the smartest directions.“
“Very impressive service delivery for clients here with a magical combination of technology and genuine care and concern from Todd and the team. I have dealt with many financial advisors but very few deliver this level of detail for a boutique business. It is the simple things like a warm greeting at the door, relevant decor but not overstated, and big surprise here .....but a timely follow up post the meeting. Seems simple but not many do it and especially not at the level found in the secret gem in Winter Springs for quality financial advice!“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners