Certified Financial Group

Finance · Florida, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

1111 Douglas Ave, Altamonte Springs, Flo...

Phone Number

(407) 869-9800

Revenue

$6.8 Million

Industry

Finance Securities Trading

About Certified Financial Group

Certified Financial Group, Inc. is one of the oldest and largest independent financial planning firms in Central Florida, providing comprehensive financial services since 1976. Their team of Certified Financial Planner professionals specializes in retirement planning, investment management, social security planning, and estate planning, catering to both individuals and employers. The firm emphasizes a fiduciary approach, ensuring that their advisors work in the best interest of their clients. With nearly 400 years of combined experience, they aim to deliver peace of mind and financial security to families across the country.Explore more
Certified Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Certified Financial Group Org Chart

Joseph Bert, Chairman & Chief Executive Officer at Certified Financial Group
United States flag for contact location.

Chairman & Chief Executive Officer

PhoneEmail
KA
United States flag for contact location.

Chief Operating Officer

PhoneEmail
AB
United States flag for contact location.

Group President, Certified Financial & Certif...

PhoneEmail
SC
United States flag for contact location.

President and CCO, Certified Advisory Corpora...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
CB
United States flag for contact location.

Director, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Certified Financial Group

Compare insights from companies similar to Certified Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Certified Financial Group

$6.8M
11-50
Private
<$5M
1976
Joseph Bert, Chairman & Chief Executive Officer at Certified Financial Group
Joseph BertChairman & CEO
$8.6M
11-50
Private
-
2010
Gordon Menard, Founding Partner at Sterling Total Wealth Solutions
Gordon MenardFounding Partner
Illustration of an envelope

Certified Financial Group Tech Stack

A closer look at the technologies used by Certified Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Certified Financial Group

What is Certified Financial Group's official website?
Certified Financial Group's official website is www.financialgroup.com
What is Certified Financial Group's Revenue?
Certified Financial Group's revenue is $6.8 Million
What is Certified Financial Group's SIC code?
Certified Financial Group's SIC: 62,628
What is Certified Financial Group's NAICS code?
Certified Financial Group's NAICS: 52,523
How many employees does Certified Financial Group have?
Certified Financial Group has 11-50 employees
What industry does Certified Financial Group belong to?
Certified Financial Group is in the industry of: Finance, Securities Trading
What is Certified Financial Group competition?
Certified Financial Group top competitors include: Sterling Total Wealth Solutions
What technology does Certified Financial Group use?
Some of the popular technologies that Certified Financial Group uses are: ClickCease, WooCommerce, WordPress.org, Google Universal Analytics
How do I contact Certified Financial Group?
Certified Financial Group contact info: Phone number: (407) 869-9800 Website: www.financialgroup.com
What does Certified Financial Group do?

Certified Financial Group, Inc. is one of the oldest and largest independent financial planning firms in Central Florida, providing comprehensive financial services since 1976. Their team of Certified Financial Planner professionals specializes in retirement planning, investment management, social security planning, and estate planning, catering to... both individuals and employers. The firm emphasizes a fiduciary approach, ensuring that their advisors work in the best interest of their clients. With nearly 400 years of combined experience, they aim to deliver peace of mind and financial security to families across the country.Read More

What are Certified Financial Group social media links?
Certified Financial Group Linkedin page Certified Financial Group Twitter page
Is Certified Financial Group a public company?
Certified Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Certified Financial Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.