Certior Financial Group

Finance · Pennsylvania, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

20104 Valley Forge Cir, King Of Prussia,...

Phone Number

(610) 783-7010

Revenue

$5.7 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Certior Financial Group

Certior Financial Group specializes in personalized financial planning, investment management, and retirement strategies for individuals and families. They offer a comprehensive range of services including wealth management, tax reduction strategies, estate planning, and business owner planning. The firm emphasizes a values-driven approach, focusing on building long-term relationships and providing clear, objective guidance. Their clients benefit from tailored strategies that evolve with their life circumstances, ensuring a meaningful financial future.Explore more
Certior Financial Group's Social MediaPopular SearchesCertior Financial Group LLCKantor GroupKantor Financial Groupkantor financial group LLCKantor VFC Realty II LLCSIC Code 62,628NAICS Code 52,523Show more

Certior Financial Group Org Chart

PhoneEmail
MS
United States flag for contact location.

Vice President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
CR
United States flag for contact location.

Director, Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Certior Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Certior Financial Group

Compare insights from companies similar to Certior Financial Group, 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

Certior Financial Group

$5.7M
11-50
Private
-
2017
MS
Melissa SpurlockVice President
$6.1M
1-10
Private
-
2011
EK
Edna KowitzFinancial Planner
$5.6M
11-50
Private
-
2005
KW
Karen WeberFinancial Advisor & Tax Consultant & Manager, Business & Owner
<$5M
11-50
Private
<$5M
2016
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
1901
CM
Christopher MeninnoFinancial Services Representative
<$5M
1-10
Private
-
2014
RD
Richard DoumaFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Certior Financial Group Tech Stack

A closer look at the technologies used by Certior Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Certior Financial Group

What is Certior Financial Group's official website?
Certior Financial Group's official website is www.certiorfinancial.com
What is Certior Financial Group's Revenue?
Certior Financial Group's revenue is $5.7 Million
What is Certior Financial Group's SIC code?
Certior Financial Group's SIC: 62,628
What is Certior Financial Group's NAICS code?
Certior Financial Group's NAICS: 52,523
How many employees does Certior Financial Group have?
Certior Financial Group has 11-50 employees
What industry does Certior Financial Group belong to?
Certior Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Certior Financial Group competition?
Certior Financial Group top competitors include: Kathmere Capital, Belke Financial Group, Kowitz Financial Group, MassMutual
What technology does Certior Financial Group use?
Some of the popular technologies that Certior Financial Group uses are: Google Universal Analytics, Cloudflare CDN, MailChimp, Google Font API
How do I contact Certior Financial Group?
Certior Financial Group contact info: Phone number: (610) 783-7010 Website: www.certiorfinancial.com
What does Certior Financial Group do?

Certior Financial Group specializes in personalized financial planning, investment management, and retirement strategies for individuals and families. They offer a comprehensive range of services including wealth management, tax reduction strategies, estate planning, and business owner planning. The firm emphasizes a values-driven approach, focusin... g on building long-term relationships and providing clear, objective guidance. Their clients benefit from tailored strategies that evolve with their life circumstances, ensuring a meaningful financial future.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.