For the fourth year in a row, CNBC unveils its ranking of top financial advisors. The CNBC FA 100 recognizes those advisory firms that best help clients navigate their financial lives. CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s?FA 100 list. The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 39,818 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 904 RIAs, with those firms meeting CNBC’s proprietary criteria. Full article: https://lnkd.in/grUCqCRx
Certified Financial Group, Inc.
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Altamonte Springs，FL 529 ä½å…³æ³¨è€…
2022 Top 100 Financial Firm in U.S. as chosen by CNBC https://financialgroup.com/disclosures
关于我们
Since 1976, the professionals at Certified Financial Group (“CFGâ€) have delivered retirement planning and asset management, providing peace of mind to countless families for a fee. CFG is one of the oldest and largest independent financial planning firms in Central Florida. Our CERTIFIED FINANCIAL PLANNER? professionals have more than 300 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. Disclaimer: Professionals may be registered representatives of TransAm Securities, Inc. - Member FINRA, SIPC. Financial Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm. SEC registration does not constitute an endorsement of the firm. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP?. Click on the Company Website link for Certified Financial Group, Inc, www.FinancialGroup.com for disclosures. Third-party posts found on this profile do not reflect the views of the firm, its Associated Persons or Affiliates, and have not been reviewed by the firm as to accuracy or completeness. · This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. · The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success. · Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients or non-clients. We have not paid for these comments.
- 网站
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https://www.FinancialGroup.com
Certified Financial Group, Inc.的外部链接
- 所属行业
- 金èžæœåŠ¡
- 规模
- 11-50 人
- 总部
- Altamonte Springs，FL
- 类型
- ç§äººæŒè‚¡
- 创立
- 1976
- 领域
- Retirement Planningã€Investment Managementã€Estate Planningã€Social Security Planningã€Tax Strategieså’ŒCollege Education Planning
地点
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主è¦
获å–路线
1111 Douglas Ave
US，FL，Altamonte Springs，32714
Certified Financial Group, Inc.员工
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?? Markets fluctuate. Your financial future shouldn’t. Recent weeks have been a reminder that volatility is part of the journey—but for those who have a plan in place, there’s no need to panic: ??? A well-structured portfolio is built to weather storms. ?? Long-term strategy beats short-term fear. If you’re feeling uneasy about where your investments stand, now is the time to talk. We’re here to help you plan for whatever comes next. ?? Let’s chat. Give us a ring at 407-869-9800 or email us at plan@financialgroup.com.
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We recently celebrated 13 years of having Carrie Augustine with us! Hard to believe it has been that long...it feels like yesterday we met Carrie and her award-winning smile. When Carrie isn't at her desk dutifully helping a client, you can find her lending a helping hand around the office. We appreciate everything you do Carrie, and here's to many more years at CFG ??
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?? Start your weekend 'On The Money!' ?? Tomorrow at 9am EST, Chris Toadvine, CFP?, AIF?, M.S., and Joe Bert, CFP?, AIF?, LIVE on 580 AM or 107.3 FM and 96.5 FM HD2 as they take your calls and provide expert answers to your questions! ?? Solopreneur? How you can still reduce your taxable income and taxes for 2024! ?? **You can also watch LIVE on FACEBOOK or pull up the show on Facebook and utilize Bluetooth/aux to listen that way** ?? Submit your questions to: 1-844-580-WDBO (9326) or contact our hosts directly at: C.Toadvine@FinancialGroup.com | J.Bert@FinancialGroup.com ?? WAYS TO LISTEN BACK - Our show is replayed on Saturday evening from 5-6pm, and Sunday 7-8am on the radio, and is posted on demand every week at onthemoneyfl.com, where you can subscribe to the show any of your favorite apps. ?? Tune in tomorrow for another great show!
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?? Start your weekend 'On The Money!' ?? Tomorrow at 9am EST, Nancy Hecht, CFP?, AIF?, and Joe Bert, CFP?, AIF?, LIVE on 580 AM or 107.3 FM and 96.5 FM HD2 as they take your calls and provide expert answers to your questions! ??Do I Need A Trust? ?? **You can also watch LIVE on FACEBOOK or pull up the show on Facebook and utilize Bluetooth/aux to listen that way** ?? Submit your questions to: 1-844-580-WDBO (9326) or contact our hosts directly at: N.Hecht@FinancialGroup.com | J.Bert@FinancialGroup.com ?? WAYS TO LISTEN BACK - Our show is replayed on Saturday evening from 5-6pm, and Sunday 7-8am on the radio, and is posted on demand every week at onthemoneyfl.com, where you can subscribe to the show any of your favorite apps. ?? Tune in tomorrow for another great show!
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?? Start your weekend 'On The Money!' ?? Tomorrow at 9am EST, Gary Abely, CFP?, AIF?, CPA, and Joe Bert, CFP?, AIF?, LIVE on 580 AM or 107.3 FM and 96.5 FM HD2 as they take your calls and provide expert answers to your questions! ?? What does the current CAPE ratio indicate, and should I be alarmed by current stock market valuations? ?? **You can also watch LIVE on FACEBOOK or pull up the show on Facebook and utilize Bluetooth/aux to listen that way** ?? Submit your questions to: 1-844-580-WDBO (9326) or contact our hosts directly at: G.Abely@FinancialGroup.com | J.Bert@FinancialGroup.com ?? WAYS TO LISTEN BACK - Our show is replayed on Saturday evening from 5-6pm, and Sunday 7-8am on the radio, and is posted on demand every week at onthemoneyfl.com, where you can subscribe to the show any of your favorite apps. ?? Tune in tomorrow for another great show!
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Avoid becoming the victim of fraud and know what to do if your Social Security information is compromised. Help us #SlamTheScam and stop government imposters in their tracks. You can learn more here: ssa.gov/scam
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It's hard to believe, but somehow it's already been 28 years of having Kim Omes on our team! Kim has been an integral part of our Operations team, keeping our office running smoothly year after year. Thank you, Kim, for your unwavering commitment and for being such a vital part of our success. Here's to many more years of excellence! ?
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