Certified Financial Group Inc
Certified Financial Group Inc
1111 Douglas Ave
Altamonte Springs, FL 32714
1111 Douglas Ave
Altamonte Springs, FL 32714
*Premium Listing*
Toll Free Number: (800) 393-9900
Phone Number: (407) 869-9800
Fax Number: (407) 869-9700
Web Address: www.financialgroup.com
Toll Free Number: (800) 393-9900
Phone Number: (407) 869-9800
Fax Number: (407) 869-9700
Web Address: www.financialgroup.com
Categories: Financial Advisors, Financial Advisory Services, Financial Planners Certified, Financial Planning Consultants, Retirement Planning Services
We are Central Florida's oldest and largest independent personal financial consulting firm
We are Central Florida's oldest and largest independent personal financial consulting firm providing fee-based financial planning and investment management through an SEC Registered Investment Advisor. The firm has ten (10) Certified Financial Planner practitioners on staff and provides an unparalleled level of knowledge and experience. Here us "On the Money" at 9AM every Saturday on AM 580 WDBO
Keywords: financial, certified, fee based, retirement planning, investment, IRA rollover, 401k rollover,
We are Central Florida's oldest and largest independent personal financial consulting firm providing fee-based financial planning and investment management through an SEC Registered Investment Advisor. The firm has ten (10) Certified Financial Planner practitioners on staff and provides an unparalleled level of knowledge and experience. Here us "On the Money" at 9AM every Saturday on AM 580 WDBO
Keywords: financial, certified, fee based, retirement planning, investment, IRA rollover, 401k rollover,
Customer Reviews for Certified Financial Group Inc
Be the first to review Certified Financial Group Inc - Use the thumbs to get started!
Click to Rate:
0 thumbs up, 0 thumbs down
0 thumbs up, 0 thumbs down
Interview Q&A
How long have you been in business?
The origin of our business goes back to 1975.
What is your primary product or service?
Fee-based financial planning and asset/investment management.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Through running another line of business I became aware of how unprepared and unknowledgeable most people are regarding preparing for their retirement years. This led me to seek certification as a financial planner and build a firm of like-minded individuals.
How do you differentiate yourself from other businesses in your category and area?
We are more than a one-man-band. We have ten (10) Certified Financial Planner practitioners under one roof to provide expertise as well as continuity for future generations.
How many locations do you have and do you have plans to expand?
Our only office is in Altamonte Springs, FL.
Provide detailed directions to your location
We are located 1/10th mile south of SR 434 on Douglas Ave which is 1/4 mile west of I-4.
What type of payments do you accept?
We only accept checks. No cash or credit cards.
Which areas do you service?
Although we have clients across the country, the majority of our clients are here in Central Florida.
Who owns your company or runs daily operations?
It is privately held.
What are your hours of operation?
M-Fr, 8:00 AM-5:30 PM
The origin of our business goes back to 1975.
What is your primary product or service?
Fee-based financial planning and asset/investment management.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Through running another line of business I became aware of how unprepared and unknowledgeable most people are regarding preparing for their retirement years. This led me to seek certification as a financial planner and build a firm of like-minded individuals.
How do you differentiate yourself from other businesses in your category and area?
We are more than a one-man-band. We have ten (10) Certified Financial Planner practitioners under one roof to provide expertise as well as continuity for future generations.
How many locations do you have and do you have plans to expand?
Our only office is in Altamonte Springs, FL.
Provide detailed directions to your location
We are located 1/10th mile south of SR 434 on Douglas Ave which is 1/4 mile west of I-4.
What type of payments do you accept?
We only accept checks. No cash or credit cards.
Which areas do you service?
Although we have clients across the country, the majority of our clients are here in Central Florida.
Who owns your company or runs daily operations?
It is privately held.
What are your hours of operation?
M-Fr, 8:00 AM-5:30 PM
Contact Certified Financial Group Inc:
- ©2024 SeminoleCountyFloridaBusinessList.com
- Privacy Policy
- FAQ
- Contact
This site has been visited 5,612 times