About Us
Services
- For Individuals
- For Employers
Workshops
Account Access
Learning Center
On The Money
News
NO-OBLIGATION VISIT
NO-OBLIGATION VISIT

MSI Forms Library

Annuity Delivery Receipt

Annuity Questionnaire

Annuity Questionnaire Addendum

Approved Agent Authorization

Approved Product List

Change in Broker/Dealer or Representative

Client Account Record

Mutual Fund Compliance Questionnaire

Mutual Fund Breakpoint Worksheet

Private Placement Log

Transmittal

about Certified Financial Group, Inc.

Since 1976, professionals at Certified Financial Group, Inc. have delivered retirement planning and investment management, providing peace of mind to countless families across the country for a fee. With 17 Certified Financial Planner^® Professionals under one roof, CFG is one of the oldest and largest independent financial planning firms in Central Florida. Form CRS Form ADV Part 2A

Have peace of mind knowing your money stays with established institutions you can trust:

services

RETIREMENT PLANNING
FINANCIAL PLANNING
INVESTMENT PLANNING
SOCIAL SECURITY PLANNING
ESTATE PLANNING

contact

It’s never too late (or too early) to start planning your financial future!

1111 Douglas Ave
Altamonte Springs, FL 32714
+1 407-869-9800
Plan@FinancialGroup.com

Facebook Youtube Instagram Linkedin

Translate »

Want to take control of your financial future? Our FREE workshops cover everything from retirement planning to Social Security strategies.

about Certified Financial Group, Inc.

Have peace of mind knowing your money stays with established institutions you can trust:

services

contact

Follow Us