Skip to content

407-869-9800 | Plan@FinancialGroup.com

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

401(k) Participant Education

Employee Resources

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 14 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:

Fidelity & Charles Schwab

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

Follow Us

Facebook Youtube Instagram Linkedin

Copyright © 2024 Certified Financial Group, Inc. | All Rights Reserved

Join Our Team | Account Access | Disclosures | Internal Login | Pay Here

Translate »