Phone: 770-605-9375

Certified Planners Group, LLC

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Welcome To Certified Planners Group, LLC

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We here at Certified Planners Group, LLC specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.


At Certified Planners Group, LLC, we treat our clients with the upmost courtesy and respect. We provide realistic, honest financial advice that comes with safety and peace of mind in uncertain times. We will lead you on a course that you will understand with flexibility to fit your comfort level.

Our consistent track record of uncompromising ethics instills confidence and trust. We will ensure that you have a comprehensive, easy-to-understand plan with no confusion and none of the usual financial rhetoric.



Certified Planners Group, LLC has built a rock-solid reputation for helping people protect and grow their wealth while maintaining a consistent dialogue with their clients. We feel it is important to have relationships with our clients in addition to providing quality service.

Contact Us Here For a Complimentary Consultation With

Certified Planners Group, LLC

Appointments: (770) 355-9686 or (800) 881-1064

Information: (770) 605-9375 or (800) 990-0338

Our Motto

Certified Planners Group, LLC was created on the principles of helping people like you receive advice you can trust and products that lead you to your financial goals.

At Certified Planners Group, LLC we do what's right, not what's popular!


Contact Us

Certified Planners Group, LLC

1819–B Buford Hwy

Buford, GA 30501

Phone: (770) 605-9375

Send All Mail To:

PO Box 908330

Gainesville, GA 30501

Certified Planners Group, LLC Map