1111 DOUGLAS AVE
ALTAMONTE… , FL 32714-2033
Since its beginnings in 1976, it has grown to become Central Florida's largest independent financial planning firm, proudly serving three generations of clients.
Its CERTIFIED FINANCIAL PLANNER™ practitioners with nearly 200 years of combined experience can offer you expert advice in all areas of financial, investment, retirement, tax and estate planning and risk management.
As an independent firm, not owned or controlled by a third party, it does not deal with "in house" or proprietary products. This structure gives its practitioners total freedom to provide financial solutions from a broad array of sources that work best for its clients.
Fee-Based Planning and asset management is offered through Certified Advisory Corp*. Advisory clients pay fees that are based on assets under management. In this capacity, its CERTIFIED FINANCIAL PLANNER™ practitioners strive to recommend investment products based purely on merit and do not rely on commissions or incentive-based products.
As a third party administrator and 401(k) recordkeeper, the Certified Benefits Corp division works with employers to design, administer and communicate a variety of employee benefit programs. That is The Certified Difference!®
* Certified Advisory Corp is an SEC registered investent advisor
Key Stats
- Started In: 1976
- Number of Employees: 10 - 49
- Locations: ALTAMONTE SPG, FL
- Primary Industry:
- Region of Operation: National