Testimonials

"Piece of Mind. Trust"

"They have provided me a worry-free retirement. Joe and Aaron have a moderate, sensible, strong policy for investment. They monitor and adjust my account to assure I have stable investments. I can't say enough about the excellent responses I receive from Connie whenever I contact her."

"Good management of monies, accounts, etc reflecting growth even in some precarious times."

"It has given us peace of mind that our retirement funds are being effectively managed by reliable and trustworthy professionals."

"It has simplified and consolidated our investments under one roof with a unified strategy."

"Keeps me up to date and is always available."

"I was able to retire at age 58, thanks to Nancy’s expertise and guidance."

"Piece of mind that a professional is looking after my money"

"Taking care of my finance. Always friendly and helpful."

"Peace of mind"

"Provided us with someone with expertise and knowledge in planning our retirement."

"Provided secure investment"

"You've taken the burden of having to make financial decisions off my shoulders. You gave me a plan, and kept me on track for over 20 years. I couldn't be happier!"

"Just started"

"I Have been an active client for many years and CFG has handled my account in a very positive investment manner for my retirement. Access to them is great with no waiting. Stress of money management is off my shoulders !!!"

"It has allowed us added financial security."

"I set up my retirement account with CFP so I would not have to handle the task of monitoring my investments and making changes when required. I am not qualified to do that on my own. We talk about once a year or if something comes up. Adjustments are made when needed. It has worked great for me. Also I do not watch the stock market. I know my advisor is and will make changes to suite my risk tolerance when the markets change. For me, my investments aere on auto pilot and doing well. That works for me."

"Peace of mind knowing my retirement nest egg is in good hands"

"Excellent service for many years & a good, but conservative, well balanced investment plan. We have never regretted our decision to go with Joe Bert & CFG & thye have done very well for us over many years through many market ups & downs."

"Current and future investment planning, financial management,"

"We feel as though Gary Abely is part of our family, and he has been for several decades, now. We trust him completely with our finances and we have recommended Gary and Certified Financial Group for their many years of accumulated experience, knowledge and compassion, to all of our friends."

"We do not have to worry about our investments as we know your team has our best interests in mind. We also appreciate the ongoing informative communications received via email and in print."

"Increased our financial resources and put our minds at ease about the complexity of investment decisions."

"We can relax! Knowing the best is working on our behalf. A Special Thanks to Each of You!"

"Peace of mind"

"Provided us with peace of mind as we entered our retirement years and Gary’s Saturday morning seminar for family members showed our adult children the importance of saving early in life."

"Relieved the pressure of retirement planning"

"Kept us grounded with their honesty and caring."

"Bring comfort, security and confidence in my financial future! Thank you!"

"Provided the expertise to Retirement in a successful manner."