Certified Financial Services Employee Directory

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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Certified Financial Services Global Highlights

North America
290

United States Of America
288
Canada
2

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Ireland
1

Africa
1

Tunisia
1

Asia
1

India
1

Certified Financial Services's Leadership

J. C.
CEO
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A. M.
Owner
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B. R.
Owner
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B. S.
Owner
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J. R.
Owner
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J. R.
Owner
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R. F.
Owner
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R. G.
Partner / General Agent
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Contact profiles from Certified Financial Services

Name

Title

Contact Info

Location

Last Update

S. B.
President And Owner
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United StatesWashington
Sep 12, 2024
V. G.
Managing Partner
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United StatesConnecticut
Oct 18, 2024
C. J. A.
Vp, Agency Growth & Development
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Email
Oct 21, 2024
C. G.
Vice-President
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Email
Oct 22, 2024
J. S.
Financial Representative And Senior Vice President
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United StatesNew York
Sep 14, 2024
R. B.
Vice President, Business Development
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United StatesNew Jersey
Oct 21, 2024
M. M.
Marketing Director
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Email
United StatesNew Jersey
Oct 22, 2024
E. M.
Director Of Finance And Operations
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United StatesNew Jersey
Oct 21, 2024
A. K.
Managing Director
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Email
Oct 22, 2024
D. S.
Director Of Wealth Management
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Email
United StatesNew York
Sep 24, 2024

Frequently Asked Questions

What is Certified Financial Services known for?

Certified Financial Services was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 52 Forest Ave Paramus, New Jersey 07652 US; you can contact the main corporate office by phone at

+1-201-843-****

. Explore Certified Financial Services's company overview page for more information.

What is Certified Financial Services's most common email format?

Certified Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Certified Financial Services email formats with LeadIQ.

How many employees does Certified Financial Services have currently?

Certified Financial Services has approximately 214 employees as of September 2024. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Certified Financial Services's key employees and leadership?

As of September 2024, Certified Financial Services's key employees include:

CEO: J. C.
Owner: A. M.
Owner: B. R.
Owner: B. S.
Owner: J. R.

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