Investment Advisor: Certified Financial Group, Inc
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Company: Certified Financial Group, Inc
Contact: Joe Bert, CFP
1111 Douglas Ave
Altamonte Springs, Florida, 32714
Phone: (407) 869-9800
Fax:
(407) 869-9700
Website: http://FinancialGroup.com
Joseph F. Bert, CFP®, AIF®, Chairman of the Board for Certified Financial Group, Inc., has been in the financial planning profession since 1975. He is also President of Certified Advisory Corp. Mr. Bert is a CERTIFIED FINANCIAL PLANNER™ practitioner a
Serves Counties: Lake (FL), Orange (FL), Osceola (FL), Seminole (FL), Volusia (FL)
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes
Financial Advisor Experience: Over 25 Years
Designations: CFP, AIF
Products:
Minimal Assest: $250,000
License Type:
Insurance Type:
Disclosure: Fee-based planning and investment advice is offered through Certified Advisory Corp, an SEC registered investment advisory firm.
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