Company Overview
- Headquarters
- 20104 Valley Forge Circle, King of Prussia PA
- Website
- certiorfinancial.com
- Employees
- 6
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is Certior Financial Group LLC
Certior Financial Group LLC is an independent financial planning firm based in King of Prussia, Pennsylvania. The company employs 6 people and generates over $10,000 in annual revenue. Certior Financial Group (formerly Kantor Financial Group) helps clients optimize their "True Wealth," which they define as encompassing not just financial assets but also other life values. Certior Financial Group provides comprehensive financial planning services to individuals. Their process includes organizing a client's financial life, creating a personalized plan, reviewing and revising it as needed, and helping clients achieve their financial goals. They utilize a team-based approach and prioritize a collaborative process where the client's input shapes the planning strategy. The firm prides itself on its long-term approach to financial planning, employing diversified investment strategies tailored to each client's unique needs. Certior Financial Group also emphasizes technology to provide clients with transparency and easy access to their financial information. They adhere to the highest ethical and fiduciary standards, putting clients' interests first. Potential clients can learn more about Certior Financial Group and its services by visiting their website at certiorfinancial.com.
Certior Financial Group LLC Industry Tags
Companies Similar to Certior Financial Group LLC
Analyze industry trends and opportunities by examining competitors and companies comparable to Certior Financial Group LLC, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
10M | 7 | |||
10M | 5 | Vero Beach, FL | 2010 | |
10M | 6 | |||
10M | 13 | White River Junction, VT | 2011 | |
10M | 52 |