Insights

Strong Financial Foundation With revenues ranging between $250 million and $500 million and a dedicated team of 201 to 500 employees, Certified Financial Services demonstrates significant market presence and financial stability, offering opportunities to tailor premium financial technology solutions and services.

Innovative Wealth Management The company's use of the proprietary Living Balance Sheet® platform indicates a commitment to innovative, holistic financial planning. This presents potential for integrating advanced financial technology or data analytics tools to enhance client engagement and service offerings.

Technology Stack Utilization Utilizing diverse digital tools such as accessiBe, Google Fonts API, and Facebook suggests openness to digital marketing and tech integration, creating prospects for customized digital solutions or digital marketing services to expand client reach.

Corporate Affiliation As an agency of The Guardian Life Insurance Company of America and a distributor through Park Avenue Securities, the company is positioned within a broad financial ecosystem, offering opportunities for partnerships in insurance, legal, and advisory services to create comprehensive product bundles.

Growth and Market Presence Operating in the financial services industry with a substantial revenue base and a notable position among similar firms, there is potential to offer specialized financial and technological solutions that target high-net-worth clients and expand market share within this segment.

Certified Financial Services Tech Stack

Certified Financial Services uses 8 technology products and services including accessiBe, jsDelivr, cdnjs, and more. Explore Certified Financial Services's tech stack below.

accessiBe

Accessibility

jsDelivr

Content Delivery Network

cdnjs

Content Delivery Network

FMG Suite

Content Marketing

Google Fonts API

Font Scripts

Adobe Fonts

Web Fonts

Stellar.js

Web Tools And Plugins

Facebook

Widgets

Certified Financial Services Email Formats	Example	Percentage
FLast@cfsllc.com	JDoe@cfsllc.com	44%
First_Last@cfsllc.com	John_Doe@cfsllc.com	38%
First.Last@cfsllc.com	John.Doe@cfsllc.com	17%
LFirst@cfsllc.com	DJohn@cfsllc.com	1%

Certified Financial Services Email Formats

Example

Percentage

FLast@cfsllc.com

JDoe@cfsllc.com

44%

First_Last@cfsllc.com

John_Doe@cfsllc.com

38%

First.Last@cfsllc.com

John.Doe@cfsllc.com

17%

LFirst@cfsllc.com

DJohn@cfsllc.com

Frequently Asked Questions

What is Certified Financial Services's phone number?

You can contact Certified Financial Services's main corporate office by phone at

+1-201-843-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Certified Financial Services's official website and social media links?

Certified Financial Services's official website is cfsllc.com and has social profiles on LinkedIn.

How much revenue does Certified Financial Services generate?

As of December 2025, Certified Financial Services's annual revenue is estimated to be $11M.

What is Certified Financial Services's NAICS code?

Certified Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does Certified Financial Services have currently?

As of December 2025, Certified Financial Services has approximately 232 employees across 3 continents, including North AmericaAfricaEurope. Key team members include President: M. C. S.President: R. W.Managing Partner: V. G.. Explore Certified Financial Services's employee directory with LeadIQ.

What industry does Certified Financial Services belong to?

Certified Financial Services operates in the Financial Services industry.

What technology does Certified Financial Services use?

Certified Financial Services's tech stack includes accessiBejsDelivrcdnjsFMG SuiteGoogle Fonts APIAdobe FontsStellar.jsFacebook.

What is Certified Financial Services's email format?

Certified Financial Services's email format typically follows the pattern of FLast@cfsllc.com. Find more Certified Financial Services email formats with LeadIQ.

When was Certified Financial Services founded?

Certified Financial Services was founded in 1986.

Certified Financial Services

Q: What technology does Certified Financial Services use?

Certified Financial Services's tech stack includes Facebook Pixel, Datadog, JSON-LD, FancyBox, Adobe Fonts.

Financial ServicesNew Jersey, United States201-500 Employees

Our mission is to use our innovative skills and financial knowledge to help you and those important to you enjoy financial confidence, balance, and prosperity. We work diligently to create the proper strategies that optimize your wealth-building potential and financial well-being. By taking a holistic approach into your financial world, we offer an array of specialized services that will address all your needs and give you new opportunities. The Living Balance Sheet® is an electronic wealth organizational platform that we use to help you take those appropriate actions to achieve your desired results. Certified Financial Services LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 52 Forest Avenue Paramus, NJ 07652, ph# 201.843.7700. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2023. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation.

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