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Certus Financial Services

Finance · Oregon, United States · <25 Employees

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About

Headquarters

310 N State St Ste 220, Lake Oswego, Oregon, 97...

Phone Number

(503) 372-6884

Revenue

<$5 Million

Industry

Finance General Finance

Recent News & Media

No recent news or media

Highlights

<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

View details

Who is Certus Financial Services

Because Certus Financial Services is an independently managed firm, we are able to offer only well known insurance products and financial servicesOur approach is to tailor these products and services to the specific needs of each client to help them protect and grow their wealth, as well as being proactive to help them make course corrections and adjustments as the needs of their lives and businesses dictate. I am affiliated with Cetera Advisor Networks LLC, one of the premier broker-dealers in the industry. As my broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you. But their support for our relationship goes well beyond its function as trade executor. My affiliation means that I am not held to a sales quota or tied to selling only proprietary products. I have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while their network of people and resources help us pursue your unique goals and vision for the future. ContactRead more
Certus Financial Services's Social MediaPopular SearchesCertus Financial ServicesSIC Code 73,738NAICS Code 52,522Show more

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Certus Financial Services

<$5M
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Certus Financial Services financials insights

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Certus Financial Services Employee Growth Rate

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Certus Financial Services Tech Stack

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Most Recent Scoops

Feb 16 2021
Funding
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Frequently Asked Questions Regarding Certus Financial Services

Where is Certus Financial Services located?
Certus Financial Services's headquarters are located at 310 N State St Ste 220, Lake Oswego, Oregon, 97034, United States
What is Certus Financial Services's phone number?
Certus Financial Services's phone number is (503) 372-6884
What is Certus Financial Services's official website?
Certus Financial Services's official website is www.certusfs.com
What is Certus Financial Services's Revenue?
Certus Financial Services's revenue is <$5 Million
What is Certus Financial Services's SIC code?
Certus Financial Services's SIC: 73,738
What is Certus Financial Services's NAICS code?
Certus Financial Services's NAICS: 52,522
How many employees does Certus Financial Services have?
Certus Financial Services has <25 employees
What industry does Certus Financial Services belong to?
Certus Financial Services is in the industry of: Finance General, Finance
What is Certus Financial Services competition?
Certus Financial Services top competitors include: Gammon Retirement & Financial Services, KASE Wealth Advisors, Lagunilla Financial Services, Eardley Financial Agency
What technology does Certus Financial Services use?
Some of the popular technologies that Certus Financial Services uses are: Proofpoint, GoDaddy DNS, AWS Web Hosting
How do I contact Certus Financial Services?
Certus Financial Services contact info: Phone number: (503) 372-6884 Website: www.certusfs.com
What does Certus Financial Services do?

Because Certus Financial Services is an independently managed firm, we are able to offer only well known insurance products and financial services. Our approach is to tailor these products and services to the specific needs of each client to help them protect and grow their wealth, as well as being proactive to help them make course corrections and... adjustments as the needs of their lives and businesses dictate. I am affiliated with Cetera Advisor Networks LLC, one of the premier broker-dealers in the industry. As my broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you. But their support for our relationship goes well beyond its function as trade executor. My affiliation means that I am not held to a sales quota or tied to selling only proprietary products. I have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while their network of people and resources help us pursue your unique goals and vision for the future. ContactRead More

What are Certus Financial Services social media links?
Certus Financial Services Linkedin page
How much funding has Certus Financial Services raised to date?
Certus Financial Services has raised <$5 Million in 1 funding round
When was the last funding round for Certus Financial Services?
Certus Financial Services closed its last funding round on Feb 16, 2021 with the amount of <$5 Million
Is Certus Financial Services a public company?
Certus Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Certus Financial Services

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