Services Offered
Retirement Planning
Personalized strategies for retirement savings, income planning, and mandatory withdrawals to secure your future.
Investment Management
Expert portfolio management and investment advice tailored to your financial goals and risk tolerance.
Tax Guidance
Comprehensive tax planning and optimization services to minimize liabilities and enhance financial efficiency.
Financial Advisory
One-on-one consultations with dedicated advisors for ongoing financial planning and goal tracking.
Wealth Management
Holistic services covering estate planning, asset allocation, and long-term wealth preservation.
Reviews
5(5 reviews)
Rating Distribution
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M
Mark
via Google
about 2 months ago
From Mark and Pam Arron and Jessica were a great help with a minor situation that we did not know about and it had to do with IRA mandatory withdrawal of taxes at an age of 73. They were very pleasant, very professional and are always there when you are having any questions.We would like to thank them for their time and for everything they do for us for our retirement. I also would like to thank the secretary for Aaron Jessica and Joe. She is very up-to-date on everything financial for the company and with any question you might. And she will always get you to your financial advisor. Mark and Pam
J
Joseph Cannonvia Google
3 months ago
This visit, as most others, went very smoothly and was very informative. We have been with CFG for over 17 years so we are very comfortable with our Financial Advisor, Denise Kovach, and she is very familiar with our financial journey. Because of that, there are usually no surprises when we meet. However, even though our financial plans remain on track our annual/bi-annual meetings always seem to produce additional insights and information that further propels and strengthens our ability to understand and actively participate in our financial future and what we want that to look like. Great job by Denise and the Certified Financial Group!
J
Joe Wyattvia Google
3 months ago
Whenever we enter CFG, we are warmly greeted and welcomed back with a delicious coffee or tea. Really warm and caring environment. It's always a pleasure to meet with Rodney. He gives us great information on our portfolio and how things are progressing. Plus its like catching up with a friend. We learn more about each other and that helps shape our investments. Plus it gives Rudy and I a chance to see where we are and where we are going. And we trust Rodney totally.
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Lisa Ivia Google
3 months ago
Always a pleasure meeting with Aaron and Jessica. They’re so knowledgeable and we feel confident in taking their direction and advice with our investments. They’re pretty great people too! Thanks for your help, your patience, and your interest in us and our family. We know we are in good hands!
H
Harry Scheafervia Google
5 months ago
If I could give them a ten, I would. Changing our investments to CFG and Gary’s team may be one of the most comforting and reassuring decisions we’ve ever made. I Gary is the most knowledgeable advisor I’ve had in more than 50 years of investing—and I say that as someone who has been a financial advisor myself. Gary and his entire team embody the perfect blend of professionalism and genuine warmth. What stands out most is the complete absence of ego—something rare in this industry. Instead, we’ve found honest, thoughtful, and deeply informed tax and investment guidance, all in one place. As we move into our later years, we have complete confidence that Gary, Justin, and Danielle truly have our backs. And Vanessa—she’s an absolute jewel! CFG is very lucky to have her."
