Certified Financial Group Inc

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Financial Planners, Financial Planning Consultants, Financial Services

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Today: 8:30 am - 5:30 pm

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Business

(407) 869-9800Call Visit WebsiteVisit Website Map & DirectionsDirections1111 Douglas AveAltamonte Springs, FL 32714

Hours

Regular Hours

Mon - Fri:	8:30 am - 5:30 pm

Certified Financial Group Inc

Tax Planning
Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;

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Planning Tomorrow... Today!

General Info: Central Florida's oldest and largest independent firm providing fee-based financial planning and investment management through an SEC Registered Investment Advisor.
Email: Email Business
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Services/Products: Financial Planning, Estate Planning, Retirement Planning, Asset Management, Investment Advisory, Financial Consultancy.
Payment method: check
Location: Certified Financial Group, Inc. proudly services the Greater Orlando area. Specifics counties we serve are: Orange County, Seminole County, Lake County, and Volusia County. From I-4 (Exit 94), go west approximately 1/4 mile on SR 434 to Markham Woods Road/Douglas Avenue Intersection. Turn left on Douglas Avenue and go approximately 1/8 mile. You'll see our building on the left. There's plenty of parking right out front.
Accreditation: FPA
Other Link: http://www.financialgroup.com
Categories: Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investment Securities, Investments, Mutual Funds, Retirement Planning Services

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Phone: (407) 869-9800

Address: 1111 Douglas Ave, Altamonte Springs, FL 32714

Website: http://www.financialgroup.com

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Certified Financial Group Inc

Tax Planning
Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;
Income Tax

Investment Management
The AIF® designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® designation, individuals must complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the AIF® Code of Ethics. In order to maintain the AIF® designation, the individual must annually renew their affirmation of the AIF® Code of Ethics and complete six hours of continuing education credits. The certification is administered by the Center for Fiduciary Studies, LLC, a Fiduciary360 (Fi360) company.
Mutual Funds
Examples are custodians, brokers, transfer agents, mutual fund companies or other representatives of the seller or purchaser of the asset or a firm that provides valuations for securities.

Accounting Services

Financial Planning
For over 40 years, the CFP® professionals of Certified Financial Group, Inc. have delivered financial planning services to countless families across the country. We are one of the oldest and largest independent financial planning firms in Central Florida, and our team of 15
Retirement Planning
The Retirement Planning process is designed to give you a clear picture, perhaps for the first time, of where you stand financially.
Asset Management
Certified Advisory Corp offers Financial Planning and Asset Management. Certified Benefits Corp offers Employee Benefits Consulting. Certified Insurance Corp offers Insurance Planning.
College Funding

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