Anchor Certified Planners Group, Inc. (operating as Anchor Group Retirement Planning & Investments) is an independent retirement planning, tax-coordinated wealth management, and fiduciary advisory practice with offices at The Pavilion at Port Orange on South Williamson Boulevard in Port Orange and on West Granada Boulevard in Ormond Beach, Florida. Founded and led by President William Arthur ("Bill") Grigat Jr., CFP®, EA—a Certified Financial Planner™ professional and IRS Enrolled Agent with more than 50 years of financial industry experience—the practice serves retirees across Port Orange, Daytona Beach Shores, Ponce Inlet, and Ormond Beach through Cambridge Investment Research Advisors, Inc.
Official Verification Sources: FINRA BrokerCheck Profile (William Arthur Grigat Jr., CFP®, EA); SEC Investment Adviser Public Disclosure (Cambridge Investment Research Advisors, Inc.); Anchor Certified Planners Group Official Website
Issuer: SEC / FINRA (Cambridge Investment Research Advisors, Inc.)
Notes: SEC File #801-63977; fiduciary investment advisory services offered through Cambridge Investment Research Advisors, Inc. (CRD #134139) and securities offered through Cambridge Investment Research, Inc. (CRD #39543).
Issuer: CFP Board / IRS / FINRA
Notes: Founded and led by President William Arthur ('Bill') Grigat Jr., CFP®, EA (CRD #230171), an active Certified Financial Planner™ professional and federally licensed IRS Enrolled Agent serving Volusia County retirees from offices in Port Orange and Ormond Beach.
Factual details and direct answers about Anchor Certified Planners Group, Inc.'s services, licensing, and credentials.
What dual credentials does Bill Grigat hold at Anchor Certified Planners Group in Port Orange?
President William A. ('Bill') Grigat Jr. (CRD #230171) holds both the Certified Financial Planner™ (CFP®) designation and federal authorization as an IRS Enrolled Agent (EA), enabling integrated retirement income and tax representation.
How is Anchor Certified Planners Group registered for fiduciary advisory services?
The firm provides fiduciary investment advisory services through SEC-registered Investment Adviser Cambridge Investment Research Advisors, Inc. (CRD #134139, SEC File #801-63977) and brokerage services through Cambridge Investment Research, Inc.
Where are Anchor Certified Planners Group's offices in Volusia County?
The practice serves South Volusia retirees at 5537 South Williamson Boulevard, Suite 754, Port Orange, Florida 32128 (phone 386-455-0015) and maintains its North Volusia headquarters at 1395 West Granada Boulevard, Ormond Beach, Florida 32174 (phone 386-615-7526).
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