Our Qualifications

Promise Advisory Group offers clients a depth of expertise in investment planning, insurance, and estate planning.   Our combined education and experience position us to offer broad-based financial advice that our clients can trust.

During our many years in business, we have provided customized financial advice to our investors. Our advisors are CERTIFIED FINANCIALPLANNERTM,professionals, who are committed to competent and ethical behavior when providing financial planning.

The Certified Financial Planner Board of Standards, Inc. requires a rigorous program prior to certification.  CFP® professionals must take a series of courses, have obtained a bacholors degree and pass a comprehensive two-day, ten hour exam.  They also must have a minimum of three years of experience in financial planning and abide by a strict code of ethics.

 

Click to read more about  CERTIFIED FINANCIAL PLANNERSTM