Overview

certus financial group, llc

Information by Research TrustFinance

https://www.certusfg.com/

Certus Financial Group, LLC is a Registered Investment Adviser (RIA) based in Boca Raton, Florida. The firm operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. It provides comprehensive financial planning and investment management services to individuals, families, and organizations. Their core mission is to offer objective, transparent, and personalized financial guidance to help clients achieve their long-term financial goals, covering areas such as retirement, estate planning, risk management, and tax strategies.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service