About Our Firm
A Coordinated and Integrated Approach To Your Success
At Certified Financial Services, LLC we house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards.
Our mission is to use our skills and financial knowledge to help you and those important to you enjoy financial security and prosperity throughout your lifetimes. Your success is our success – and we work tirelessly to create the right strategies to optimize your wealth building potential and financial well being.
At Certified Financial Services, LLC we offer an array of specialized strategies that will address virtually all of your financial needs. The Living Balance Sheet® is one state-of-the-art planning tool that sets us apart. It provides you with a detailed, holistic view of your financial world at any given time and helps us work with you to model and address a variety of financial scenarios and outcomes.
Knowing how quickly events can change, we stay abreast of current legislation and trends, and how they might impact your financial future.
Certified Financial Services, LLC is an Agency of The Guardian Life Insurance Company of America, founded in 1860, and currently one of the largest mutual life insurance companies in the United States. Supported by the tremendous resources of Guardian, Certified Financial Services, LLC is well equipped to work with you to build your future. For more information on Guardian, click a link to the right.
Securities products and services are offered through Registered Representatives of Park Avenue Securities LLC (PAS) 52 Forest Avenue, Paramus, NJ 07652, (201) 843-7700. Certified Financial Services, LLC is not an affiliate or subsidiary of PAS.
PAS is a member FINRA/SIPC.
The Registered Representatives are securities licensed in New Jersey and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.
The Living Balance Sheet® and the Living Balance Sheet® Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. The graphics and text used herein are the exclusive property of Guardian and protected under U.S. and International copyright laws. © Copyright 2005-2011, The Guardian Life Insurance Company of America
Neither Guardian, nor its subsidiaries, agents or employees give tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The financial representatives of Certified Financial Services, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Craig Feinberg at (201) 843-7700 .