Fee-Based Financial Planners and Investment Advisors
Financial Advisors, Financial Advisory Services, Financial Planners Certified, Financial Planning Consultants, Retirement Planning Services
Keywords: Financial Advisors, Financial Advisory Services, Financial Planners Certified, Financial Planning Consultants, Retirement Planning Services
Interview Q&A
How long have you been in business?
Our company's roots go back to 1976
What is your primary product or service?
Fee-only financial planning and investment management
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
I saw the need as a business owner for someone to provide unbiased advice for a fee and not a commission
How do you differentiate yourself from other businesses in your category and area?
We have more Certified Financial Planner professionals than any other firm in Central Florida.
How many locations do you have and do you have plans to expand?
This is it although we have been asked to establish a location in the Villages
Provide detailed directions to your location
We are 1/4 mile south of SR 434 on Douglas Ave in Altamonte Springs.
What type of payments do you accept?
Check only
Which areas do you service?
We actually have clients all over the United States and some we have never met face-to-face but have come to us through recommendations.
Who owns your company or runs daily operations?
It is privately held.
What are your hours of operation?
8:30-5:30, M-FRI
What is the best compliment anyone can give you?
We have exceeded their expectations.
What is your favorite quote or Bible verse?
Free market capitalism is the best path to prosperity....Larry Kudlow
Contact Certified Financial Group, Inc.:
