What People Are Saying

“Trustworthy, knowledgeable, honest, patient, sincere, friendly … just a few of the words I would use to describe Frank Passmore, of Certified Planners Group, LLC.

In 65 “turns around the sun”, I must admit I’ve become a bit of a cynic and skeptic, and earning my trust is no easy task. Thank goodness for people like Frank Passmore, whom I met in 2016 when I attended a free workshop that he hosted regarding Social Security benefits. I wasn’t even attending for myself, I was trying to educate myself on behalf of my brother, who was disabled and applying for Social Security benefits.

Shortly after the workshop, I took Mark up on his offer of a “no obligation” one-on-one meeting, and was pleasantly surprised to find that there really was no pressure, that he simply wanted to provide me with helpful information and answer my questions! During that meeting, I learned that Mark also worked with life insurance options.

A few months later, I contacted Mark again to inquire about life insurance, since I would soon be reaching the dreaded “60″ number, and the premiums on my work-sponsored term life policies were about to go through the roof! Long story short, Mark found an indexed whole life policy that tripled my existing coverage, for very little more than what the work-sponsored policy was about to cost me. He took the time to explain the concept of an “indexed whole life” policy, answered the countless questions that I threw at him, and quickly had me set up with a new, and better, life insurance policy.

Fast forward 5 years, retirement quickly approaching, and I had no clue where to begin. I made it my mission to educate myself about investment options, attending a few in-person presentations and on-line retirement planning webinars, and sadly learned that the hosts were quick to boast about themselves, but had little meaningful or helpful information to share – just wanted to schedule an appointment. Being the skeptic that I am, I didn’t find a single one that I felt comfortable sharing confidential information with.

One day, while reading a newsletter that I signed up for when I became Mark’s client, I had a “duh” moment – just call Frank Passmore – after all, he is Certified Planners Group, LLC, he handles retirement planning as well as insurance!

That was the best decision I’ve made in a very long time. After speaking with Mark, I provided him the financial snapshot I had put together. He reviewed all of the information and provided my husband and I with a few options to consider. After doing some independent research on my own, this ever-skeptical soon-to-be-retiree again had a myriad list of questions and concerns. One by one, Mark answered every question / concern to my satisfaction, providing additional reference information where applicable, furthering my comfort level and trust.

Long story short, Mark walked us through the process of selecting and establishing a retirement / investment plan that best serves our needs – for the present, as well as the future. He always made me feel that no question was too big, or too insignificant. I put my full faith and trust in the guidance that Mark provides, knowing that he stands behind his word and ensures that his clients are comfortable with, and throughout, the entire process.”

Joy. H

“Just wanted to express my thanks and appreciation to Frank Passmore for his exceptional help and guidance in choosing an appropriate retirement plan . He is very genuine, knowledgeable and a pleasure to work with . He answered all my questions and I would feel very confident with his advice on any issues or concerns that arise.”

Judy. D

“I met Mark at one of those educational seminars and wasn’t really sure if I wanted to do meet with him when he offered a free consultation. I figured I would, though. When I went to meet with him he educated me on some things that could be done with my finances and even delved a little deeper with me to see if he could be of help. I ended up meeting with him about 3-4 times before committing to him and he was never pushy the entire time – simply intricately educational. He told me to call as many references as I wanted. I called a handful and they all had great things to say about him. After those 3-4 long meetings in which he never looked at his watch, I decided that I’d like to work with him. It’s early on in the process. Yet, he’s always done everything he said he’s going to do and has been very up front about everything he’s doing. It appears as though he truly wants to do what is best for the client. Even though it is early on in the process, I would recommend him to others who are looking for help with their retirement future.“

Scott. D

“We were fortunate to have been introduced to Frank Passmore of the Certified Planners Group, LLC a little over a year ago.  To date, we have been extremely pleased with the quality of the work that he and his office have provided. It is a pleasure to work with a financial advisor who has shown to not only be a dedicated professional; but also one who has consistently displayed a keen interest in our financial needs. We would not hesitate to highly recommend the Certified Planners Group, LLC to anyone who is in need of a quality and professional financial advisory group.“

Barry & Patricia Zankel

“The class that Mark presented was very informative, considering I did NOT know half of the things he presented! In fact, I would love to take the class OVER again to pick up the things that I may have missed! I also scheduled an appt. with Mark to seek his financial expertise with managing my retirement savings and , so far, it has been a pleasure having him …”handle my future”, so- to -speak! And his assistants, Lorraine and Lauren welcome you into the Pinnacle family as if you were a long time member…We could not be more pleased with their capabilities! Thank you Mark, Lorraine, and Lauren!”

G. Scheeley

“Great class,great instructor! We came to class not knowing much and left with all our questions answered, Happy to recommend Mark!”

H. Zimmerman

“Getting near retirement is a complex issue. I was accustomed to leaving my husband to juggle all the details. After being left to deal with it on my own and now in my 60’s, I needed facts and a trusting source of direction. Mark’s presentation in Stuart was educational, in a fact-presented manor, and in language I could understand. I have trusted Mark in providing the best for my retirement plans. Blessings to Mark and his crew!! Thank you.”

G. Park

“Enjoyed the knowledge and information gained during this class. I would highly recommend this class to everyone young and old to get this knowledge.”

A. Sebring

“Great class! Great teacher! Very good tools for real life. Everyone should know some of them.”

J. Arnold