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Reviews for Certified Financial Group, Inc.
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Certified Financial Group, Inc.
1111 Douglas Ave, Altamonte Springs
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1111 Douglas Ave, Altamonte Springs
Directions Call Website Suggest an Edit
I have been a client since 2005. I trust Joe, Aaron, and the team of fiduciaries to safely build my retirement account, which they certainly have done. I decided to retire early and began receiving monthly payments from my retirement account. Ten years later I had the same principal amount as the day i retired (which is outstanding considering the amount which has been paid to me over these 10 years.) If you are looking for integrity, wise investing, and a company you can be proud to be associated with, certified financial is top of the list in my opinion.
We recently met with our financial advisers at CFG to review our financial plan. While the CFPs do the heavy lifting (financially speaking), we value being a part of making our plan and monitoring our progress.We are immeasurably grateful for the professionals at Certified Financial Group who take the worry out of planning for our future. Their work frees up our time and energy to do the things we enjoy.
We have been blessed by CFG for the past 10 years, and are impressed with their global perspective on investments. They have been consistently proactive about risk mitigation as well as identifying opportunities for high value investments, all the while regularly keeping us informed of new trends. They have earned our trust through the years, to the point that we no longer lose sleep over the roller coaster that is the the Dow, NASDAQ, etc. Their financial reports are comprehensive and they are good at explaining all things financial at a level geared to their individual client's needs. They also are able to give excellent advice on financial matters beyond just... read full review