About Certified Financial Group, Inc.
Certified Financial Group, Inc. (CFG) is an independent personal financial consulting and investment management firm that has been serving clients in Florida since 1975. The company's registered investment advisor, Certified Advisory Corp (CAC), has been certified for fiduciary compliance by the Centre for Fiduciary Excellence, a distinction held by fewer than 1% of advisory firms nationally. CAC was also recognized by CNBC as one of the top 100 firms in the country out of nearly 40,000 others, making it the only firm so chosen in Central Florida. Clients consistently praise CFG's team of financial professionals, including Rodney, Joe, Aaron, Bert, and Connie, for their honesty, fairness, and transparency. They are described as excellent advisors who provide comprehensive financial reports, explain complex financial matters in an easily understandable way, and offer valuable advice beyond just investments. Clients express a high level of trust in CFG, stating that the firm has consistently steered them in the right direction and has been proactive in risk mitigation and identifying high-value investment opportunities. Many clients have been with CFG for over a decade and are impressed with the firm's global perspective and ability to help them achieve their financial goals, whether it's building a retirement account or managing a portfolio during market volatility.
I've been with the CFG group now for many years, and while the entire staff is so very kind, my direct experience is with my advisor, Rodney Ownby. He is not only the most knowledgeable advisor I've ever known, but he responds to my correspondence anytime, whether in normal business hours or not. I'm a loyal client forever!
I called up a few years back and asked some questions to the front desk lady was very helpful..They forward me to Rodney. We talked about a year I gained trust for him and moved all my assets with him. in the last year that I have been with him he has been nothing but phenomenal, he has always steered me in the right direction and it never seems all about money with him. I am super glad that I came upon this company and Rodney they have been great. He is very honest, fair and transparent.. can not ask for a better person THANK YOU RODNEY YOUR THE BEST!!
I have been a client since 2005. I trust Joe, Aaron, and the team of fiduciaries to safely build my retirement account, which they certainly have done. I decided to retire early and began receiving monthly payments from my retirement account. Ten years later I had the same principal amount as the day i retired (which is outstanding considering the amount which has been paid to me over these 10 years.) If you are looking for integrity, wise investing, and a company you can be proud to be associated with, certified financial is top of the list in my opinion.