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Certified Financial Group Inc

Financial Planning, Guidance - Financial & Estate Planning,

About us

Since 1976, the professionals at Certified Financial Group (“CFG”) have delivered retirement planning and assets management, providing peace of mind to countless families in Central Florida. In fact, CFG is one of the oldest and largest independent financial planning firms in the area. Our Certified Financial Planner TM professionals have more than 300 years of combined experience. Each is trained in all areas of financial planning to include investment planning, Social Security planning, retirement planning, estate planning, and 401(k) services. Their knowledge and experience helps to ensure clients receive a thorough, workable personal financial plan. See FinancialGroup.com for Disclosures.

Business highlights

49 years of experience

Services we offer

Financial, investment, retirement, social security.

Amenities

Free Estimates

Yes

Accepted Payment Methods

  • Check
Reviews
5.03 Reviews
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%

Filter reviews by service

Showing 1-3 of 3 reviews
JOHN F.
Apr 2017
5.0
Financial Planning
Yes, I recommend this pro
Very well - initial session at no charge - thorough and wide ranging discussion of financial options

Marc R.
Dec 2015
5.0
Financial Planning
Yes, I recommend this pro
$250
unknown

Victoria N.
Jun 2014
5.0
Financial Planning
Yes, I recommend this pro
$500
Went very well.

Mary F.
Jul 2012
5.0
Financial Planning
Yes, I recommend this pro
My entire family has used them, they are very professional, they have a great office environment, they are accessible, and they are extremely knowledgeable about financial planning. I hand out their cards to recommend them to people all of the time.

Licensing

State Contractor License Requirements

All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our Find Licensing Requirements page.

*Contact business to see additional licenses.

FAQ

Certified Financial Group Inc is currently rated 5.0 overall out of 5.

Monday: 8:30 AM - 5:30 PM Tuesday: 8:30 AM - 5:30 PM Wednesday: 8:30 AM - 5:30 PM Thursday: 8:30 AM - 5:30 PM Friday: 8:30 AM - 5:30 PM

Certified Financial Group Inc accepts the following forms of payment: Check

Yes, Certified Financial Group Inc offers free project estimates.

No, Certified Financial Group Inc does not offer eco-friendly accreditations.

No, Certified Financial Group Inc does not offer a senior discount.

No, Certified Financial Group Inc does not offer emergency services.

No, Certified Financial Group Inc does not offer warranties.

Certified Financial Group Inc offers the following services: Financial, investment, retirement, social security.