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Contact Information

Emergency Contact Designation

Investment Objective Update

Investment Questionnaire

IRA Rollover Suitability

about Certified Financial Group, Inc.

Since 1976, professionals at Certified Financial Group, Inc. have delivered retirement planning and asset management, providing peace of mind to countless families across the country for a fee. CFG is one of the oldest and largest independent financial planning firms in Central Florida.

Form CRS
Form ADV Part 2A