Certified Financial Group

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1111 Douglas Ave
Altamonte Springs, FL 32714
+1 (407) 869-9800
https://financialgroup.com
CFGs roots date back to its start in Central Florida in 1976, and the professionals of CFG have delivered financial planning services to countless families across the country. We are one of the oldest and largest independent financial planning firms in the area.Our Certified Financial Planner professionals have more than 400 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.

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3.55 reviews
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Karen H.
12/16/2025

We have been VERY pleased with our Advisor and his team at CFG since 2016, and have respected them for their guidance and their grasp of the "big picture" in investing. Yet they have also shown...

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Geno V.
5/22/2025

We have listened to their radio show for years and decided to call them for a consultation. They did not disappoint and we moved all of our accounts over to them to manage. Very happy with them so...

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Erica L.
7/2/2025

best fiduciary financial advisors in Central Florida! Knowledgable trustworthy and understanding.

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Robert P.
9/15/2024

I have been with them for over a year and the communication is minimal at best, they never contact you with market trends everything is self-help on the computer no human relationship. I travel...

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Robert P.
10/16/2024

I started out with this firm demanding me to dump a bunch of stocks, to fit in their organization, after doing so I asked several times where did my money from the stocks go and is the account...

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United States›Florida›Altamonte Springs›Certified Financial Group

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