Since 1976, the professionals at Certified Financial Group (“CFG”) have delivered  retirement planning and asset management, providing peace of mind to countless families for a fee.  CFG is one of the oldest and largest independent financial planning firms in Central Florida.  Our CERTIFIED FINANCIAL PLANNER™  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.  

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.

Third-party posts found on this profile do not reflect the views of the firm, its Associated Persons or Affiliates, and have not been reviewed by the firm as to accuracy or completeness.
· This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
· The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.
· Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients or non-clients. We have not paid for these comments.

Finance

Insurance

Retirement

Investment Management

Personal Finance

Certified Financial Group, Inc.

Certified Financial Group, Inc.'s headquarters in Altamonte Springs, United States

Joseph F. Bert

Dave Balakrishnan Cfp®

Sheri Cuff

Kathleen Anez

Description

People (5)

Carrie Augustine

Jonathan Hubbard

Sheri Cuff

Chris Toadvine

Dave Balakrishnan Cfp®

Jobs