Certified Financial Services

  • Financial Services
  • Paramus NJ
  • 218 employees
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Company Overview

Headquarters
52 Forest Ave, Paramus NJ
Website
cfsllc.com
Phone
(201) 843-7700
Employees
218
Founded in
1986
Industry
Financial Services
NAICS Code
NAICS Code 5242 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 524 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 641 Companies
SIC Code 64 Companies
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$86B

Total Funding Amount

$150,000M

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Who is Certified Financial Services

Certified Financial Services LLC is a financial services firm located in Paramus, New Jersey. The company employs 153 individuals and generates an annual revenue of $50 million. Certified Financial Services offers a range of specialized financial services designed to meet the diverse needs of its clients. Their services are aimed at helping individuals and families achieve financial confidence, balance, and prosperity. This personalized approach is facilitated through the use of "The Living Balance Sheet®," an electronic wealth organization platform that provides a comprehensive view of clients' financial situations and guides them towards achieving their goals. Certified Financial Services differentiates itself through its holistic approach to financial planning. By taking a comprehensive look at clients' financial world, they aim to create tailored strategies that optimize wealth-building potential and overall financial well-being. For inquiries and consultations, individuals can contact Certified Financial Services at their Paramus, New Jersey, office at 52 Forest Avenue, Paramus, NJ 07652. Their phone number is 201.843.7700. The company also maintains a website at cfsllc.com for additional information.

Company Leadership

Michael Savino

President

Phone Email
Barry Rust

Owner

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Victoria Garfield

Owner

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Steve Bowman

President/Owner

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Certified Financial Services Industry Tags

Life Insurance
Investments
Risk Management Analysis
Employee Benefits
Business and Estate Planning
Protection Planning
Wealth Management
Holistic Financial Planning
Financial Services
Financial Advisory Services
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Certified Financial Services Tech Stack

JavaScript
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Twitter
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FAQ

What is the location of Certified Financial Services's headquarters?
The headquarters of Certified Financial Services are situated at 52 Forest Ave, Paramus NJ
What is Certified Financial Services's phone number?
Certified Financial Services's contact number is (201) 843-7700.
What is Certified Financial Services's official website?
The official website of Certified Financial Services can be found at cfsllc.com.
What is Certified Financial Services's current revenue?
As of September 2022, Certified Financial Services's annual revenue reached $86B.
How many employees does Certified Financial Services currently have?
Certified Financial Services employs approximately 218+ people as of September 2022
Which industries is Certified Financial Services primarily operating in?
Certified Financial Services operates in the following industries: Credit, Finance
Who is the President of Certified Financial Services?
Certified Financial Services's President is Michael Savino
What are Certified Financial Services's industry tags?
Certified Financial Services's industry tags include: Life Insurance, Investments, Risk Management Analysis
What is Certified Financial Services's total funding to date?
Certified Financial Services has secured $150,000M as of September 2022
When was Certified Financial Services founded?
Certified Financial Services was founded in 1986.

Employee Directory

Key Employees

Frederick Ravid

CEO

Phone Email

Ken Detz

Financial Advisor, Park Avenue Securities/Financial Representative, Certified Financial Services

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Thomas Grant

Vice President, Strategic Wealth Planning

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Jeff Slevin

N/A

Phone Email

Marisa Mantz

Marketing Director

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