Certified Financial Group, Inc. - Altamonte Springs (FL)

5 /5 Elizabeth Jepson: Nancy is a truly superb advisor. She is extremely knowledgeable, as well as being an excellent listener. Its clear that she takes our concerns and risk tolerance into account. She makes time to explain our investment plan and answers our questions thoroughly. We are very thankful that she was recommended to us as an advisor!

4 /5 Angela Perrin: We are very new to Certified Financial Group so this survey is a bit premature. Our interactions with Gary and his team (2) thus far have been productive, informative and extremely professional, which builds confidence that we have made the right decision by moving assets to them. You can always reach a “real” person on the team (love that) and their response time is very timely. Gary with a background as a CPA can effectively look at the whole picture taking into consideration tax implications of investment decisions, social security, RMD’s charitable donations, etc. This is extremely helpful! Thus far we are impressed and look forward to the relationship. I’ve given 4 stars only because we are so new to the group and need more time to form a better conclusion. Hope this helps!

5 /5 Patti Meade: I always enjoy my consultations with Gary and his Abley crew! Our talks cover the gambit from social, family, a sprinkle of politics in the context of financial choices, weather, planned escapades etc.etc. Gary excels at explaining all the plus and minuses of decisions made and LISTENS to the needs of my family! Every visit is a thorough examination of past current and future financial possibilities in this ever changing financial landscape we all live in!!! My best compliment is that I rest easy knowing that Gary and Crew have all the bases covered…I am not a bot and this post was not AI generated!!!"

5 /5 Carole Hingtgen: Gary embodies all the characteristics you want in someone managing your financial future including intelligence, confidence, personal integrity & the right amount of charisma to keep you on track to meet retirement goals. He is always very prepared for client meetings and stays abreast of political and other economic factors that could affect my portfolio. He is very trustworthy. Gary offers insightful and very timely advice via newsletters that are always well written and fact based. Gary is action oriented and immediately follows up on everything we discuss in meetings. Gary is very personable with a wide range of interests which makes him enjoyable to communicate with. He enjoys a good challenge too! I tried very hard to think of something he can improve on but couldn’t. Gary is the real deal.

5 /5 Augie Pla: We have known Nancy for over 10 years, and she has always been an outstanding Financial Advisor. She is extremely knowledgeable,professional and attentive. Nancy truly listens to our concerns, explains our options clearly, and provides thoughtful guidance tailored to our needs. We appreciate her dedication and the genuine care she shows in helping us make the best financial decisions. We highly recommend her to anyone looking for trusted and reliable financial advice.