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
ZI Rank: 2
Signal Type
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ZI Rank
2
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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 MediaPopular SearchesCertified Financial Services LLCCertified Financial ServicesMw Financial Group LtdCertified Financial Services IncCertified Financial Service LLCSIC Code 62,628NAICS Code 52,523Show more

Certified Financial Services Org Chart

PhoneEmail
OH
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Cfc

PhoneEmail
Stephen Bowman, President & Owner at Certified Financial Services
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President & Owner

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AC
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President

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EV
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Managing Director

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TG
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Vice President, Strategic Wealth Planning

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Compare Similar Companies to Certified Financial Services

Compare insights from companies similar to Certified Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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
$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
-
-
BP
Brent PahnkePresident, Wealth Management
$7.6M
51-200
Private
<$5M
2006
N/A
<$5M
51-200
Private
-
2012
Joe Pender, President & Chief Executive Officer at Alliance Financial Group
Joe PenderPresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Certified Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Certified Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Certified Financial Services.

Certified Financial Services financials insights

Gather financial insights about Certified Financial Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Certified Financial Services's Financials Insights

Certified Financial Services Tech Stack

A closer look at the technologies used by Certified Financial Services

Most Recent Scoops

Project
Certified Financial Services is considering the purchase of solutions related to marketing automation such as Sharpspring, Zymplify.
Spending/Investment, Marketing Automation, Automation
Hiring Plans
Certified Financial Services has more open roles in Finance than it has had at any time in the past 12 months. Areas of expertise include: Strategy Development, Financial Planning, Retirement Planning, Certified Financial Planner, Customer Relationship Building, Financial Services, and Financial Analysis.
Hiring Plans
Hiring Plans
Certified Financial Services has more open roles in Finance than it has had at any time in the past 12 months. Areas of expertise include: Strategy Development, Financial Planning, Retirement Planning, Certified Financial Planner, Customer Relationship Building, Financial Services, and Financial Analysis.
Hiring Plans
Project
A front-line source has indicated that the organization is researching text messaging platforms that are secure and compliant.
Messaging, Search
Funding
See more scoops

Top Finance Companies

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: MW Financial Group, Advisor Launchpad, 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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