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.
Company Details
- Employees
- 233
- Founded
- -
- Address
- 52 Forest Ave, Paramus,new Jersey 07652,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.cfsllc.com
- Keywords
- Life Insurance, Investments, Risk Management Analysis, Employee Benefits, Business and Estate Planning, Protection Planning, Wealth Management, Holistic Financial Planning.
- HQ
- Paramus, New Jersey
Certified Financial Services Questions
Certified Financial Services's website is http://www.cfsllc.com
Certified Financial Services's LinkedIn profile is https://www.linkedin.com/company/cfsllc
Certified Financial Services has
233 employees.
View email and phone details for 233
employees at Certified Financial Services.
Certified Financial Services's industry is
Financial Services
Certified Financial Services's top competitors are
Morgan Stanley,
Jpmorganchase,
Northwestern Mutual,
The Hartford,
Ubs,
Fidelity Investments,
Guardian Life,
New York Life Insurance Company,
Mad Dog Lacrosse, Llc,
Ascend Wealth Partners.
Certified Financial Services's categories are Financial Services
Certified Financial Services's founding year is 1986
