Testimonials

We asked our clients to tell us in their own words how we’ve helped them over the years

These testimonials were provided by current clients of Certified Advisory Corp at the time they were given. The clients were not compensated directly or indirectly for these testimonials, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services. Experiences of clients will depend on their unique facts and circumstances

Knowledge, professional, great advice for our retirement and future investments and opportunities. Love working with Gary and his team.

Taken the burden off of us of having to make investment decisions by ourselves which we are not trained to do

Gary has provided us with the expertise to reach our goals. If our goals change, we are confident that he and his team will be able to accommodate and guide us.

Personal attention, focus on relationship building, wise advice, financial growth, friendly service, excellence.

I have peace of mind, knowing that my financial planning is in the best of hands. Chris Toadvine is thoughtful, measured, wise and cares about my family's future.

Your company has given us peace of mind and confidence that our investments are being managed professionally and with us in mind to help us achieve our goals of being financially stable in our later years. Great Job

Established a good versatile portfolio keeping it up to date and keeping me well informed

I've been out of the day-to-day hassle of following my stocks and other investment for several years now and have had steady growth under the Certified Financial Group, You have done an excellent job over the years.

Nancy has worked to keep our nest egg growing for us since the 1990's. Our son has his retirement savings with her also and I have recommended her to colleagues. Honest, straightforward, knowledgeable advice well taken.

Working with CFG has given me the peace of mind knowing that my finances are being professionally managed with my best interest at heart. I can enjoy my retirement years with the confidence that my funds will last throughout.

I have already recommended Nancy Hecht to a colleague who did meet with her, and I have suggested her to another friend or two. Nancy has helped me get a better picture of my financial future.

My investments have increased in value much faster than previously

Let’s me relax and know that my hard earned savings are being handled by experts who have my best interests in mind. I trust Aaron and Joe explicitly, and know that I am getting the best advice from my certified financial planning team

They knew when we needed a new attorney in our guardianship case. They’ve taken care of us and our kids ever since!

GFG has made it possible for us to sleep at night knowing everything is going to be all right. They do this with the highest level of integrity, putting our interests first.

Professional personalized service complimenting our retirement security and lifestyle. Roger and Carrie treat us like family and we appreciate that more than they know.

Helped me negotiate Medicare, long term planning, social security recommendations and excellent returns in tumultuous investing climates.

Have kept us grounded. Always take our calls or returns them in a timely manner and Connie is fantastic. We feel very secure with you firm and your honesty. Thank you for all your hard work.

Gary, Justin and Danielle are very helpful. They let you know what they need to help you succeed with your goals. They are there when you need them without being overbearing.

Peace of mind in retirement.

Help with financial guidance beyond investments and during retirement, keep my investments on the right track even during difficult markets. Very happy over the last 17 years

Having the trust in the CFG organization, more specifically Harry Stadelmayer, to manage our portfolio.

Our Agent, Todd Tocco has been outstanding. He has been incredibly helpful in all of our Financial Planning and needs.

Gary and his staff have done a wonderful job for Dorothy and I. We are well satisfied and thankful that we chose CFG.

Took all the worry out of investing. Always responds to my phone calls or emails. Staff is very friendly and courteous.

Took the stress and guesswork out of planning for retirement, gave us a financial plan to focus on, roadmap to follow for the future with access to professional financial advice and investment management.

You’ve gained the trust of my father which is a rare feat.

We wouldn't have had a clue as what to do regarding investments If we didn't have you all to turn to! Everyone has always been so helpful.

Provides security and a second opinion.

The investment advise and it's results have given us all the confidence to know that our money is parked where it needs to be for a financially secure future.

We feel confident that we are in good hands. We know you have our best interest at heart. It is very comforting to know that the professional's are looking out for us.

CFG gives me peace of mind and confidence that my retirement savings are being monitored and managed with MY best interest in mind. All of the staff is welcoming, friendly and respectful, even though I may be one of their smallest investors.

Nancy Hecht has been very helpful in planning our retirement. She is knowledgeable and extremely professional. We have been pleased with her services for many years.

Security

I know I can always go to Roger for answers to questions I may have.

Harry S keeps us in the loop of what’s going on. Now and then I have an idea what I want to invest in and he suggests to me if it’s a good idea or not.

I feel confident that. my portfolio is in good hands and that I am not just a number if I have any questions, they are just a phone call away and they respond very quickly.

Confidence in my financial situation being handled by CFG... Availability of my advisor

Given me the feeling of financial security and not worrying about it on my own

CFG CUSTOMIZES OUR FINANCIAL PORTFOLIO TO Fit our lifestyle, our goals, and risk tolerance.

Established a personal relationship that allowed Denise to understand our specific situation and goals. Provided assurance and confidence that engendered trust - so critical when dealing with life savings.

Provided a secure feeling that someone qualified is looking out for my familie's financial investments.

We enjoy working with Gary. His knowledge and suggestions give us confidence that we’ve picked the right people to manage our investments.

Relieved some worry involved with watching markets and making sound decisions on balancing portfolio and moving money.

Giving us good advice

educate me on the benefits of due process, patience, and structure. provided confidence, trust w/o sales pressure

CFG has given me peace of mind concerning my retirement. Also, the advice I have asked for, been given and followed, has been very beneficial.

We like Chris Toadvine.

CFG has given us the tools to focus on and save for our retirement. Our advisor has helped guide us through the murky waters of the tumultuous financial climate, which appears to be never-ending. We are on-task because of Denise!

Provided financial security for us. Available whenever we have concerns. Kind, thoughtful and make us feel secure. Absolutely the best most caring financial group we could have ever found

You Have given us Decades of Trust ,Friendship ,Dependability ,and Help in a world that seems to be close to losing all these important values. We appreciate this opportunity to say THANK YOU !!! Keep up the GOOD work, Bill & Marcia

We have been pleased with the commitment to service, the lack of pressure, the oversight, responsiveness, and results. What more can you ask for?

Highly knowledgeable and pleasant staff. Nancy has been great and continues to fully understand and support our needs and desires, giving us a greater sense of security in our retirement.

I don’t worry if my investments are returning the necessary returns I need to retire. I have complete confidence in the Bert’s

Total management of our retirement assets and planning. Very satisfied with the friendly and professional team that oversees us.

Financial peace of mind.....priceless!

Continuity of knowing our goals and understanding our mind set with respect to investments. Long term relationship with our advisor.

Pros, accessible, knowledgeable, interest of client is first, listens.

CFG provides prompt information regarding our portfolio. You are always available to answer questions when there are changes in our life style. The Saturday Morning Show is very informative. Keep up the good work!

Improved my portfolio and been provided sound advice.

They have stated on top of all economic conditions and has always guided my portfolio in the right direction

They feel like family

Nancy and CFG have taken the stress out of my investing and saving for retirement.

Gary has given us consistent accurate advice and info that has given us the capability to sleep at nite knowing we are on the right path to very soon retirement

Gary Abely is a superstar. Tremendous help in setting up medical coverage in retirement. Much excellent advice on structuring portfolio. A great listener too.

Given us confidence that our investments are being taken care of wisely.

Roger & Carrie are the best. Really have our interest as #1.

Chris Toadvine has led us to purpose and a financial plan to fulfill it.

Roger helped us invest wisely for our future.

Help me organize my finances and develop a savings and retirement plan.

You have helped me achieve my life's goal, which was to provide financial security to my wife. She will outlive me by quite a few years, and I wanted to feel secure about her after I am gone.

I have confidence in Denise Kovach. I believe she is looking out for my best interests!

Gives me peace of mind not having to worry about where to invest my retirement funds.

Todd Tocco has been wonderful. Informative, available, smart and patient.

Whenever a question comes up, they are always ready to answer it and are available to meet if necessary. I feel very confident that they have my best interests in mind.

Personal relationship

It has given us clarity on our retirement.

They have always been available when we needed advice or help. We have been with them many years. They have managed our funds very responsibly. Whenever we had issues or concerns they were very responsive.

Your personal attention to our needs has been exceptional. Your knowledge and information has provided us with confidence and peace of mind over the years. With sincere appreciation, thank You.

Chris Toadvine has been a trusted advisor to myself and my family for over 20 years

The relationship has eased our minds knowing our investments can grow of the long term. It is allowed us to focus on other family and future planning and has made our lifes less stressful.

Helped us get better organized and save more.

We no longer need to "worry" about the market or our finances. We are confident that Certified Financial will take care of our investments.

Easy to communicate, easy to get their attention, they handle the little things for you. They are professionals, and look professional.

Joe and Aaron are always available to answer questions and act on my requests.

Roger and Carrie respond timely, listen to us and will research to find an answer. Great people to work with I could not be happier. Very helpful during the retirement transition

CFG has done a wonderful job of keeping me informed. Also,the staff is very responsive.

Increased income security

Helped position for retirement and provide insight to being successful doing so.

You are always there, if needed.

We love the way Joe and Aaron are taking care of our investments. It is so wonderful to not have to worry about this thanks to their great service.

Removed the stress of trying to manage our money to help it grow and be there when we need it. We don’t need to be experts- we’ve got one in Nancy Hecht!

friendly and helpful service and we have been with you since 1986

Reduced risk in my investment portfolio, and eased my mind about retiring early by providing comprehensive financial modeling.

I appreciate the time that Denise and Robyn take when I need done guidance. Always helpful.

Strategic investment strategies have secured our retirement plans/goals.

Knowledgeable, listen to u , give u lots of time , work with u ,

Joe and Aaron listened to my concerns and questions and addressed and answered them accordingly. They helped set up a portfolio and have adjusted it as needed as my position in life has changed.

Confidence and security. Comfort that our money is in the hands of a very effective professional

Denise has been extremely helpful and does a great job for us! She is awesome.

Given me peace of mind that my investments are being managed with my best interest as the main priority.

Given me confidence Gary has my back, is responsive, available and committed to my best interests.

I am confident that my financial future is in good hands. Also, Connie has been a real pleasure to work with. Thanks.

they have been outstanding with our account Money invested 25-26 years ago is healther and that is after years of having to withdraw because of rules and regulationas

Working with Chris has given us peace of mind in retirement

We have received expert advice in planning for our financial future. It has given us peace of mind knowing that aspect of our life is in such good hands.

Enabled me to pay cash for my retirement home!

I sleep very well at night knowing that Nancy has my best interest as a priority.

CFG has centralized and stabilized my finances going into retirement. It has provided the advice and financial support to give my wife and I long term peace of mind and allow us to be comfortable handling the present.

Feels like family! I also enjoy shredding event, snacks coffee and all the extras MY CFPs do for community

I don't worry about my investments, I know they are being properly managed

Given me confidence in the future regarding my retirement

trust and compentcy

Peace of mind knowing that professionals were managing our investments as fiduciaries.

Denise is my advisor. She has earned my full trust in handling my investments enabling me to be worry free. I feel informed and up-to-date. I depend on her and thank her greatly.

Connie is absolutely the sweetest person you could deal with when contacting the office. Nancy

Joe and Aaron provide personalized financial planning unique to each person situation

Very responsive to address my concerns during down swings. Always on top of my portfolio to maximize my returns.

Don’t have any

peace of mind

CFG has helped us to plan and implement both my and my husband's retirement including health insurance. Everyone at CFG is helpful, accessible and knowledgeable in all of the aspects of our financial future including our son.

CFG has handled my account for almost 20 years and has done wonderful work in managing my account through all the ups & downs of the market over those years.

Manage & grow my retirement. Help understand tax implications of Roth contribution

Educating me in financial issues through the workshops and providing me with peace of mind that as I start retirement I will be financially secure.

They have given us security in our retirement. Always great people to do business with,service with a smile.

Retire at 55!!

Have worked with this organization for more than 20 years. Gives me piece of mind to have professionals provide advice and support for financial decisions since my expertise is not in finance.

Peace of mind, organization and communication,,

Helped secure our financial future.

I have complete trust in this company and it has done a great job understanding and making our goals possible

I have great respect and confidence in the manner in which my finances are handled!

Kept our funds protected and customer service is the best.

Knowledgeable and give good advice

Helped us plan our retirement.

Relief from having full responsibility for taking care of my retirement money.

Kept us informed of market conditions and helped us maintain our financial status

I understand my financial situation currently and how to continue a secure success in the future.

Given us financial security. We know we can contact our advisor, Denise Kovach, at any time for help or advice.

Until we found CFG and Gary we never felt we had financial control. Gary reaffirmed our past choices and helped us plan a path forward. We have confidence every day that our nest egg is in good hands..

They ease my mind about our investments. They keep us informed about what's going on. They're never more than a phone call away.

Working with Gary has been a pleasure and our continual financial gains have been notable.Holiday cheesecakes are pretty good too!!

Kept us on track and given us assurance that we are protecting our future.

Our advisor created a successful retirement plan for us and our accounts still look great. Quarterly updates and client meetings as often as we request them gives us a feeling of confidence.

Excellent response Fast communication Extreme privacy

Certified financial group is very professional and follow through on any questions asked. They make you feel like you are the only client they have. I have been with Certified financials for over 15 years. They have always Performed to my satisfaction.

We have rested in peace with our retirement funds being in good hands. Denise is the best! I even recommended my sister and brother-in-law to your firm.

We have had a long and rewarding relationship with Nancy Hecht. Thank you for always being there and looking out for our financial well being.

They have provided piece of mind. I am kept well informed and do not have to worry about swings in the market when they occur. I know that my financial adviser and his team are monitoring the account daily and adjusting as needed.

Informed and helpful on making decision on future investment options and strategies, and always available when needed for contact. Friendly group of people which makes the investment journey smooth.

They helped me develop and implement a retirement plan that I am confident in.

Between personal funds, and a Foundation we established, CFG, more especially Gary and his team, have been nothing short of the best financial advisor and team I have had the privilege of working with. Due to the changing political environment I am a bit concerned, but confident that the advice Gary provides is accurate and will keep me on the right track. Thanks and keep up the good work!

The personal involvement, professional & expertises of the staff. Quarterly reports are excellent.

Steady progress

Always available when needed to answer questions I have concerning my account.

You have given us financial peace of mind. We truly are financial partners, and We can sleep at night knowing that our financial future is in the best hands possible. Thank you from the bottom of our hearts!

CFG has given us some peace of mind that our financial future can be secure.

Chris Toadvine is great. Understands our needs and is proactive.

Harry Stadelmeyer has given us peace of mind regarding our financial future.

Our representative, Roger Johnson, has helped prepare us for our retirement years. He has also helped our children to understand what they will need to do to build their retirement accounts.

They treat you like family. Personable and readily available.

CFG has provided a systematic and comprehensive approach to investing and preparing for retirement. CFG provides personal service that addresses my family's specific needs and desires.

It has taken the pressure off - I now have Harry taking care of my long term needs while I keep a small part to inveest myself.

Chris Toadvine has taken the time to help me and my grown children with financial planning and investments.

The primary benefit to me is peace of mind because the association with Fedelity

The accessibility and assignment of a point of contact

Nancy sees me as a human and adapts to my personal need. I am not just another client/number. She is AWESOME!

Keep our investments on track.

Helped w/investing

Allowed me to become financially secure. Nancy is awesome.

Peace of mind that we're doing the right thing financially

We have complete confidence that the advisors at CFG are working for our financial security. Our advisor keeps us informed about current situations and answers our questions quickly.

The Group has provided valuable information and tips on how to manage investments and wealth for retirement.

Working with Harry Stadelmayer and his assistant has been a wonderful experience. I truly love working with Harry in all the years I have been with him. He is great and is an asset to the company.

Financial security.

Testimonials

We asked our clients to tell us in their own words how we’ve helped them over the years

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