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Kathleen Anez Email
Chief Operating Officer / Director HR . Certified Financial Group
Altamonte Springs, FL
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Employees:
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$8.2MAbout
Since 1976, the professionals at Certified Financial Group (“CFGâ€) 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. Our CERTIFIED FINANCIAL PLANNERâ„¢ professionals have more than 300 years of combined experience. Each is trained in all areas of financial planning to include investment planning, Social Security planning, retirement planning, estate planning, and 401(k) services. Their knowledge and experience helps to ensure clients receive a thorough, workable personal financial plan. We take the business of financial planning seriously! Our professionals adhere to a formal code of ethics and continuing education requirements that far exceed the average financial professional. Almost anyone can call themselves a financial planner, but only those who have fulfilled the rigorous certification and renewal requirements of the Certified Financial Planner Board of Standards, Inc. can use the CFP® designation. It all starts with a No-Obligation Visit. Independent, superior accreditation, fee-based, client-focused...come experience The Certified Differenceâ„¢. Disclaimer: Professionals may be registered representatives of TransAm Securities, Inc. - Member FINRA, SIPC. Financial Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm. SEC registration does not constitute an endorsement of the firm. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®. Click on the Company Website link for Certified Financial Group, Inc, www.FinancialGroup.com for disclosures. THANKS BUT TESTIMONIALS ARE NOT PERMITTED BY LAW. We cannot allow "Testimonials" from satisfied clients to be posted on Linkedin. State law also prohibits testimonials.Certified Financial Group Address
1111 Douglas AveAltamonte Springs, FL
United States