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.
Everyone at CFG is a real professional. They are very accommodating when I have a question. This time I needed to review how to better understand the key numbers on the quarterly reports they give. I like to do this about 2x a year. I highly recommend them.
Charles has been great to work with. This was one of the best decisions that I have made. Through his service and expertise, the balance of my accounts has grown beyond my expectations. I would recommend everyone to investigate the services of CFG!
Adam is a good and knowledgeable advisor. He has taken the reins from Roger, and continues down the path we established regarding investment strategy, and managing risk. He makes suggestions and answers any questions I might have. I find him to be a very capable addition to the Certified Financial team, and I look forward to continuing our partnership into the future.
1111 Douglas Avenue, Altamonte Springs, FL 32714
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