Certified Financial Group, Inc.
Financial AdvisingHours:
1111 Douglas Ave, Altamonte Springs FL 32714 Hours
About Certified Financial Group, Inc.
Certified Financial Group, Inc. (CFG) is an independent personal financial consulting and investment management firm that has been serving clients in Florida since 1975. The company's registered investment advisor, Certified Advisory Corp (CAC), has been certified for fiduciary compliance by the Centre for Fiduciary Excellence, a distinction held by fewer than 1% of advisory firms nationally. CAC was also recognized by CNBC as one of the top 100 firms in the country out of nearly 40,000 others, making it the only firm so chosen in Central Florida. Clients consistently praise CFG's team of financial professionals, including Rodney, Joe, Aaron, Bert, and Connie, for their honesty, fairness, and transparency. They are described as excellent advisors who provide comprehensive financial reports, explain complex financial matters in an easily understandable way, and offer valuable advice beyond just investments. Clients express a high level of trust in CFG, stating that the firm has consistently steered them in the right direction and has been proactive in risk mitigation and identifying high-value investment opportunities. Many clients have been with CFG for over a decade and are impressed with the firm's global perspective and ability to help them achieve their financial goals, whether it's building a retirement account or managing a portfolio during market volatility.
Most Recent Reviews
March 2025
Been a client for years. Wonderful service and always reliable. Highly recommend! 5+stars
March 2025
We have a long standing relationship with Nancy and have complete confidence in her managing our retirement funds.
September 2024
Very informative and comprehensive review of current IRA and 401K tax and income rules.
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