Certified Financial Group, Inc.

Planning Tomorrow...Today!®


(407) 869-9800

1111 Douglas Ave
Altamonte Springs, FL 32714

28.686915 -81.389672

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MON 8:30am - 5:30pm TUE 8:30am - 5:30pm WED 8:30am - 5:30pm THURS 8:30am - 5:30pm FRI 8:30am - 5:30pm SAT closed SUN closed

Saturday, Sunday, and after hours by appointment only

Description for Certified Financial Group, Inc.

Since 1976, the professionals at Certified Financial Group have been offering fee-based retirement planning and 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.

We take the business of financial planning seriously. That is why all 10 of our planners are CERTIFIED FINANCIAL PLANNER™ practitioners. What does this mean for you? It means that we are true professionals who ascribe to a formal code of ethics and continuing education requirements that far exceed the average financial professional. Let’s explore how you can experience The Certified Difference™ and get straight answers about your retirement.

Our financial specialties include:

• Financial and retirement planning
• Tax planning
• College funds
• 401(K) and IRA rollover
• Fee planning
• Asset management
• Social Security planning
• Third-party administration

Disclaimer: All practitioners are registered representatives of either Maitland Securities, Inc., TransAm Securities, Inc. or both, registered broker/dealers - Members FINRA, SIPC.

We offer fee-based planning and asset management through Certified Advisory Corp, an SEC-registered investment advisory firm. SEC Registration does not constitute an endorsement of the firm.

This website is for informational purposes only and does not constitute a complete description of our services. This website is not a solicitation or offer to sell securities or investment advisory services.

Click on the company website link above for Certified Financial Group, Inc. to review the following information:

• States where our various member firms are registered in offer securities
• Web disclosures
• Business continuity plan
• Code of ethics
• Privacy statement

Category: Financial Advisors|Investment Management|Specialty Financial Services|Tax Services

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