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.
Both the professionalism and caring attitude of Grant Kennedy and Harry Stadelmayer as well as Harry’s experience has been comforting throughout this process. They came highly recommended and the reasons are obvious.
The great value I draw from our fiduciary relationship is my being able to believe that whatever happens, you have my back, and you'll do your best for me. I may not remember or even grasp some of the details from our review meetings. I do know, though, you will show up with a comprehensive visual map. I'll get a picture of how current investments' performance jive with how I'm spending, see how we're tracking with long term planning, discuss adjustments, and remember variables may come into play beyond our control. Besides tracking what's been happening, I value getting your perspective when I look forward to making decisions. I benefit not only from your financial acumen....read full review
Gary Abely is always willing to listen to my questions and informs and advises me about my investments and what my plans for the future enfolds. He tells me not to worry, and I don't, because I trust him and the Group he works with.