Anette Mortensen

Administrative Assistant at Certified Financial Group Inc - Altamonte Springs, FL, US

Anette Mortensen's Colleagues at Certified Financial Group Inc
Harry Stadelmayer

CERTIFIED FINANCIAL PLANNER™

Contact Harry Stadelmayer

Aaron Bert

CERTIFIED FINANCIAL PLANNER™ practitioner

Contact Aaron Bert

Nancy Hecht

CERTIFIED FINANCIAL PLANNER™

Contact Nancy Hecht

Roger Johnson

CERTIFIED FINANCIAL PLANNER™

Contact Roger Johnson

Denise Kovach

CERTIFIED FINANCIAL PLANNER™

Contact Denise Kovach

Wynn Smith

Pooled Employer Plan (PEP) 401(k) Consultant / Specialist and 3(38) fiduciary

Contact Wynn Smith

View All Anette Mortensen's Colleagues
Anette Mortensen's Contact Details
HQ
407-869-9700
Location
Company
Certified Financial Group Inc
Anette Mortensen's Company Details
Certified Financial Group Inc logo, Certified Financial Group Inc contact details

Certified Financial Group Inc

Altamonte Springs, FL, US • 20 - 49 Employees
Financial Services

Since 1976, the professionals at Certified Financial Group ("CFG") have delivered retirement planning and asset management, providing peace of mind to countless families for a fee. CFG is one of the oldest and largest independent financial planning firms in Central Florida. Our CERTIFIED FINANCIAL PLANNER™ professionals have more than 300 years of combined experience. Each is trained in all areas of financial planning to include investment planning, Social Security planning, retirement planning, estate planning, and 401(k) services. Their knowledge and experience helps to ensure clients receive a thorough, workable personal financial plan. Disclaimer: Professionals may be registered representatives of TransAm Securities, Inc. - Member FINRA, SIPC. Financial Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm. SEC registration does not constitute an endorsement of the firm. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®. Click on the Company Website link for Certified Financial Group, Inc, www.FinancialGroup.com for disclosures.Third-party posts found on this profile do not reflect the views of the firm, its Associated Persons or Affiliates, and have not been reviewed by the firm as to accuracy or completeness.· This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.· The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.· Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients or non-clients. We have not paid for these comments.

Retirement Planning Investment Management Estate Planning Social Security Planning Tax Strategies College Education Planning Financial Services Financial Advisory Services
Details about Certified Financial Group Inc
Frequently Asked Questions about Anette Mortensen
Anette Mortensen currently works for Certified Financial Group Inc..
Anette Mortensen's role at Certified Financial Group Inc. is Administrative Assistant.
Anette Mortensen's email address is ***@financialgroup.com. To view Anette Mortensen's full email address, please signup to ConnectPlex.
Anette Mortensen works in the Financial Services industry.
Anette Mortensen's colleagues at Certified Financial Group Inc are Harry Stadelmayer, Joe Bert, Aaron Bert, Nancy Hecht, Roger Johnson, Denise Kovach, Wynn Smith and others.
Anette Mortensen's phone number is 407-869-9700
See more information about Anette Mortensen