Certified Financial Services
Likely to Engage tag.Highly Engaged Employees

Finance · New Jersey, United States · 51-200 Employees

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Overview

Headquarters

52 Forest Ave, Paramus, New Jersey, 0765...

Phone Number

(201) 843-7700

Revenue

$86.1 Million

Industry

Finance Insurance Securities Trading

About Certified Financial Services

Founded in 1986, Certified Financial Services is a wealth management firm that offers services and resources, such as life and disability insurance, retirement services, long term care insurance, investments and annuities. The company is headquartered in Paramus, New Jersey.Explore more
Certified Financial Services's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Certified Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Certified Financial Servi...

$86.1M
51-200
Private
<$5M
1986
$155.2M
51-200
Private
-
2017
Duke Draeger, Chief Human Resources Officer at Pacific Advisors
Duke DraegerChief Human Resources Officer
$56.4M
51-200
Private
-
2016
TH
Travis HartPresident & CEO
$23.2M
51-200
Private
-
1993
Gary Heller, President at Heller Financial
Gary HellerPresident
$7.7M
51-200
Private
-
-
KP
Kyle PahnkeVice President and Financial Advisor - Fiduciary
$7.6M
51-200
Private
<$5M
2006
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Certified Financial Services Tech Stack

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Frequently Asked Questions Regarding Certified Financial Services

What is Certified Financial Services's official website?
Certified Financial Services's official website is www.cfsllc.com
What is Certified Financial Services's Revenue?
Certified Financial Services's revenue is $86.1 Million
What is Certified Financial Services's SIC code?
Certified Financial Services's SIC: 62,628
What is Certified Financial Services's NAICS code?
Certified Financial Services's NAICS: 52,523
How many employees does Certified Financial Services have?
Certified Financial Services has 51-200 employees
What industry does Certified Financial Services belong to?
Certified Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Certified Financial Services competition?
Certified Financial Services top competitors include: Alliance Financial Group, Wealth Strategies Group, Pacific Advisors, Heller Financial
What companies has Certified Financial Services acquired?
Certified Financial Services has acquired the companies: Advisor Launchpad, MW Financial Group, Thomas Vorio
What technology does Certified Financial Services use?
Some of the popular technologies that Certified Financial Services uses are: Freshservice, Zingfit, Cloudflare Website Optimization, DoubleClick
How do I contact Certified Financial Services?
Certified Financial Services contact info: Phone number: (201) 843-7700 Website: www.cfsllc.com
What does Certified Financial Services do?

Founded in 1986, Certified Financial Services is a wealth management firm that offers services and resources, such as life and disability insurance, retirement services, long term care insurance, investments and annuities. The company is headquartered in Paramus, New Jersey.... Read More

What are Certified Financial Services social media links?
Certified Financial Services Linkedin page Certified Financial Services Facebook page
Is Certified Financial Services a public company?
Certified Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Certified Financial Services

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