Bestie Business Card
Fiduciaries at CFG have delivered financial planning to countless clients for a fee. One of the oldest and largest independent financial advisors in Orlando.
Business Hours
Local Map
DirectionsAbout Altamonte Springs, Florida, USA
MoreThe city offers numerous attractions, such as the Altamonte Mall and Cranes Roost Park with its boardwalk and amphitheater, alongside access to St. Johns River for various water activities. Annual festivals like Spring Fling enhance the lively local atmosphere. Economically, it thrives on industries including healthcare, technology, retail, and professional services, supported by major employers such as AdventHealth Altamonte and several corporations. Transport is streamlined with access to Interstate 4 and Orlando International Airport. Community resources include an extensive library system, comprehensive medical facilities, and a wide range of educational institutions. The climate features warm summers and mild winters typical of Central Florida, with occasional thunderstorms. Crime rates are generally low, contributing to the city's safety. Additionally, Altamonte Springs is noted for its prudent financial management, boasting debt-free status and low tax rates, while also enhancing its appeal through the nearby University of Central Florida campus. Local amenities encompass diverse dining options and shopping centers beyond the mall, fostering a community rich in outdoor recreation and civic engagement.
Nominated for BestAround
Certified Financial Group, Inc. has earned a notable place among financial planners, particularly recognized by the "BestAround" designation, due to its deep-rooted history, rigorous ethical standards, and exceptional client service. Founded in 1976, CFG has built a legacy of over four decades of financial expertise, with nearly 400 years of combined experience among its CFP professionals, setting a high bar for the industry. The firm's commitment to a formal code of ethics and continuous education ensures that clients receive tailored, up-to-date advice, especially in critical areas like retirement planning, where fiduciary duty is paramount.
At the core of CFG's success is its distinct approach to client relationships, differentiating it from competitors by placing fiduciary responsibility at the forefront. This model not only builds trust but also ensures that clients are managed with their best interests in mind, particularly in complex scenarios such as outliving savings and managing above-market fees. The firm's educational initiatives, notably the long-running "On the Money" radio show, further cement its reputation as a leader in financial literacy and community engagement, reaching a broad audience and fostering informed decision-making.
While customer satisfaction is generally high, with clients praising the personalized and comprehensive nature of the services provided by Gary Abely and his team, there are areas for improvement. Some clients have noted a need for greater transparency and responsiveness in communication, as well as more frequent human interaction to address their concerns. Despite these minor critiques, the overwhelming positive feedback underscores CFG's strong standing in the financial planning industry, attracting new clients who value its integrity, professionalism, and value-for-money.
About Certified Financial Group, Inc.
Certified Financial Group, Inc., established in 1976 in Central Florida, stands as a beacon of financial expertise and trust, serving as one of the oldest and largest independent financial planning firms in the region. The firm's CFP® professionals, with nearly 400 years of combined experience, are distinguished by their rigorous adherence to a formal code of ethics and continuous education, setting them apart from many competitors who may not meet these stringent standards. This commitment ensures that clients receive comprehensive and up-to-date financial advice, tailored to their unique needs and goals.
At the heart of CFG's service model is the distinction between investment advisors and fiduciary representatives. Unlike stockbrokers, whose primary role is to sell products, CFG professionals work directly for their clients, ensuring that all advice and actions are in the client's best interest. This fiduciary duty is particularly crucial in retirement planning, where the stakes are high and the need for a well-diversified, professionally managed investment plan is paramount. The firm's approach to retirement planning is holistic, providing clients with a clear understanding of their financial standing and a strategic roadmap to achieving their long-term goals.
One of CFG's most impactful initiatives is "On the Money," a weekly radio show that has been a trusted resource for Central Florida residents for nearly three decades. Hosted by the firm’s CFP® professionals, the show has not only educated listeners on financial matters but also fostered a community of informed and engaged individuals. The show's content extends beyond radio, with live streams available on Facebook, ensuring that the valuable information reaches a broader audience. This commitment to education and community engagement underscores CFG's dedication to empowering its clients to make informed financial decisions.
Certified Financial Group, Inc., has faced and overcome significant challenges, such as helping clients navigate the complexities of outliving their savings and managing above-market fees from previous advisors. The firm’s ability to transition clients' portfolios to more conservative, fee-efficient structures, as demonstrated in a case where a client's daughter successfully rebalanced her portfolio after years of poor management, highlights its expertise and reliability. With 16 CFP® professionals dedicated to providing personalized service, CFG continues to build trust and deliver peace of mind to countless families across Central Florida, solidifying its position as a leader in the financial planning industry.
Category Tags
What Customers Say
53
Official Google Reviews
Customer experiences for Certified Financial Group, Inc. highlight a consistent theme of high satisfaction and trust in their services, particularly from clients who have been with the firm for extended periods. Many clients praise Gary Abely and his team for their exceptional knowledge, professionalism, and personal touch, which contribute significantly to their comfort and confidence in managing their financial futures. The feedback underscores the value clients place on comprehensive financial planning that includes not just investments but also tax planning, estate planning, and retirement income strategies.
Several clients emphasize the personalized and thorough nature of the consultations, noting how Gary and his team take the time to understand each client's unique situation and goals. This individualized approach is particularly appreciated by those who have complex financial needs or are navigating significant life changes, such as retirement planning. The use of technology, like the RightCapital analysis tool, is also highlighted as a beneficial feature that enhances the understanding and management of investment portfolios.
However, the reviews also touch on areas where improvements could be made, such as ensuring transparency and responsiveness in communication. Some clients have expressed concerns about the level of personal interaction and the potential for over-reliance on online services, suggesting a need for more human engagement. Additionally, there are mixed reviews regarding the firm's handling of certain client issues, with some experiencing difficulties in accessing information or feeling unsupported when pressing questions were not adequately addressed.
Despite these minor criticisms, the overall sentiment is overwhelmingly positive, reflecting a strong endorsement of CFG's services and a high degree of trust among its clientele. The firm's reputation for integrity, professionalism, and value-for-money continues to attract new clients who seek reliable financial guidance.