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Certified Financial Services

Certified Financial Services Email Formats

Financial ServicesFlag of USParamus, New Jersey, United States201-500 Employees

Certified Financial Services Email Formats

Certified Financial Services uses 5 email formats. The most common is {first name}.{last name} (e.g., john.doe@cfsllc.com), used 33.7% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@cfsllc.com
33.7%
{first initial}{last name}
jdoe@cfsllc.com
29.7%
{first initial}.{last name}
j.doe@cfsllc.com
18.8%
{first initial}_{last name}
j_doe@cfsllc.com
8.9%
{first name}{last name}
johndoe@cfsllc.com
5%

Key Contacts at Certified Financial Services

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Morris E. Mete

Managing Director/Certified Financial Planner

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Ed Vela

Managing Director

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Don Sullivan

Director Of Wealth Management

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Michael Bourassa

Brokerage Director

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Erika Macisaac

Director Of Finance And Operations

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Kimberly Mueller

Director Of Client Relations

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Barry Rust

Owner

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Amanda Reina

Director Of Recruiting

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Ray Gant

Director Of Information Technology

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Victoria Garfield

Owner

Company overview

Headquarters52 Forest Ave, Paramus, New Jersey 07652, US
Phone number+12018437700
Website
NAICS52
SIC641
Keywords
Investments, Employee Benefits, Wealth Management, Holistic Financial Planning, Life Insurance, Risk Management Analysis, Protection Planning, Business And Estate Planning
Founded1986
Employees201-500
Socials

About Certified Financial Services

Our mission is to use our innovative skills and financial knowledge to help you and those important to you enjoy financial confidence, balance, and prosperity. We work diligently to create the proper strategies that optimize your wealth-building potential and financial well-being. By taking a holistic approach into your financial world, we offer an array of specialized services that will address all your needs and give you 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® (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 a 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 2005-2023. By providing this content, Park Avenue Securities LLC is not undertaking to provide any recommendations or investment advice regarding any specific account type, service, investment strategy or product to any specific individual or situation.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry
Intern
Director

Employees by Department

Certified Financial Services has 133 employees across 8 departments.

Departments

Number of employees

Funding Data

Certified Financial Services has never raised funding before.

Certified Financial Services Tech Stack

Discover the technologies and tools that power Certified Financial Services's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

scrollreveal

scrollreveal

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

PHP

PHP

Programming languages

HSTS

HSTS

Security

WordPress

WordPress

Blogs

Datadog

Datadog

Analytics

Frequently asked questions

Certified Financial Services is located in Paramus, New Jersey, US.
You can reach Certified Financial Services at +12018437700.
Certified Financial Services was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.
Certified Financial Services has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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