Certified Financial Services Revenue and Competitors
Estimated Revenue & Valuation
- Certified Financial Services's estimated annual revenue is currently $88.7M per year.
- Certified Financial Services's estimated revenue per employee is $262,500
Employee Data
- Certified Financial Services has 338 Employees.
- Certified Financial Services grew their employee count by 8% last year.
Certified Financial Services's People
Name | Title | Email/Phone |
---|---|---|
1 | VP, Agency Growth & Development | Reveal Email/Phone |
2 | Director Wealth Management | Reveal Email/Phone |
3 | Brokerage Director | Reveal Email/Phone |
4 | Agency Control Officer | Reveal Email/Phone |
5 | Director Finance And Operations | Reveal Email/Phone |
6 | Managing Director | Reveal Email/Phone |
7 | Marketing Director | Reveal Email/Phone |
8 | Managing Director | Reveal Email/Phone |
9 | Branch Manager | Reveal Email/Phone |
10 | Financial Advisor, Park Avenue Securities/Financial Representative, Certified Financial Services | Reveal Email/Phone |
Certified Financial Services Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $39.3M | 170 | 9% | N/A | N/A |
#2 | $8.2M | 49 | N/A | N/A | N/A |
#3 | $2.4M | 18 | 0% | N/A | N/A |
#4 | $9.8M | 52 | 6% | N/A | N/A |
#5 | $5.7M | 34 | 10% | N/A | N/A |
#6 | $45.3M | 196 | -1% | N/A | N/A |
#7 | $10.4M | 55 | 12% | N/A | N/A |
#8 | $8.2M | 49 | -2% | N/A | N/A |
#9 | $0.6M | 6 | N/A | N/A | N/A |
#10 | $8.1M | 48 | 50% | N/A | N/A |
What Is Certified Financial Services?
Certified Financial Services is home to a team of professionals who share a passion of giving back to the community and providing clients with services that genuinely benefit their futures. Our mission is to use our innovative skills and financial knowledge to help you and those important to you enjoy financial security, balance and prosperity. Your success is our success, and we work diligently to create the proper strategies to optimize your wealth building potential and financial well-being. By taking a holistic approach into your financial world, we offer an array of specialized strategies that will virtually address all your needs and fill you with new opportunities. The Living Balance Sheet® is an electronic wealth organizational platform that we use to help you take those appropriate actions to achieve your desired results. Certified Financial Services, LLC is an Agency of The Guardian Life Insurance Company of America founded in 1860, and one of the largest mutual life insurance companies in the United States. For more information on Guardian, visit: www.guardianlife.com Certified Financial Services LLC is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:52 Forest Avenue Paramus, NJ 07652, ph# 201.843.7700. PAS is an indirect, wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2018 Guardian 2018-63672 Exp 8/20
keywords:N/AN/A
Total Funding
338
Number of Employees
$88.7M
Revenue (est)
8%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Certified Financial Services News
... certifications will allow people to use the titles financial adviser and financial planner, saying the group doesn't have enough of...
WASHINGTON, April 26, 2022 /PRNewswire/ -- Certified Financial ... of the most respected certifications in financial services so that the...
He also earned several professional credentials including: Chartered Financial Consultant, Chartered Life Underwriter, and Certified Financial Services...
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $91.2M | 356 | 4% | N/A |
#2 | $121.8M | 361 | 10% | N/A |
#3 | $73.8M | 367 | 7% | N/A |
#4 | $180.8M | 441 | 38% | N/A |
#5 | $154M | 468 | 5% | $13.5M |