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Who We Are

Our Mission

We educate people to better understand the importance and benefits of holistic financial planning and wealth management as well as secure them with protection to help their plans succeed. 

Our Commitment

From whole life insurance to annuities, and from growing your future to maintaining your legacy, the services we offer are customized to be as unique as the clients who depend on them. Integrating your goals in a way that leads to a lifetime of financial prosperity, we will design your plan around you, and you alone. Our team is versed in all aspects of financial planning, as we know that one size does not fit all.

There are many pieces to your complex financial puzzle. Certified Financial Services works as a collaborative team to deliver powerful solutions, uncommon knowledge, and a comprehensive financial outlook you can be confident in pursuing.

We position ourselves to reflect our values of Family, Protection, and Community. Our clients have the ability to choose any product in the market to assure the maximum benefit. Combined with the backing of Guardian Life Insurance Company, the difference in us is safety, stability and freedom.


Live It Up with Donna Drake welcomes Craig Feinberg

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