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Certior Financial Group

Certior Financial Group

Financial ServicesFlag of USKing of Prussia, Pennsylvania, United States11-20 Employees

Company overview

Headquarters20104 Valley Forge Circle, King of Prussia, PA 19406, US
Phone number+16107837010
Website
NAICS52
Keywords
Wealth Management, Insurance, Retirement, Estate Planning Strategies, Tax Strategies, Personalized Financial Planning
Founded1998
Employees11-20
Socials

Key Contact at Certior Financial Group

Flag of US

Carolyn Ricci

Director Of Operations

Certior Financial Group Email Formats

Certior Financial Group uses 2 email formats. The most common is {first initial} (e.g., j@certiorfinancial.com), used 50% of the time.

FormatExamplePercentage
{first initial}
j@certiorfinancial.com
50%
{first name}
john@certiorfinancial.com
50%

About Certior Financial Group

Certior Financial Group (formerly Kantor Financial Group) is an independent financial planning firm of exceptional and caring individuals helping to optimize your True Wealth. We'll work with you to organize the complexity in your financial life, create a comprehensive plan based on your financial needs, review your plan as the markets or your needs change, and help you achieve your vision of the future. We follow a sound, systematic process to help you pursue your financial goals, monitor and track your progress, and refine and revise your plan along the way. We pride ourselves on the strong and intimate relationships we have built with our clients, working with them to achieve greater happiness, fulfillment, and meaning in life. For over 30 years, we have earned the trust and confidence of many clients and appreciate the opportunity to do the same with you. At Certior Financial Group … - We believe that achieving True Wealth means optimizing not only financial assets but also all the other things that you value in life. - We believe operating in a team based approach brings together the talents, creativity, and resourcefulness of a group to maximize client benefits. - We believe that financial planning should be a collaborative process where the client’s voice informs the planning process. - We believe that our clients benefit from a long-term philosophy that utilizes unique and personalized combinations of diversified investments. - We believe in leveraging technology to provide our clients transparency and easy access to information. - We believe that trust is not given but earned every single day. - We believe in adhering to the highest ethical and fiduciary standards by putting our clients’ interests ahead of our own. We believe in a personalized and collaborative process that gives our clients confidence and clarity to enjoy the things that are most essential to them and their families.

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Certior Financial Group revenue & valuation

Annual revenue$1,026,660
Revenue per employee$86,000
Estimated valuation?$3,300,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Manager
Director

Employees by Department

Certior Financial Group has 3 employees across 1 departments.

Departments

Number of employees

Funding Data

Certior Financial Group has never raised funding before.

Certior Financial Group Tech Stack

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

Modernizr

Modernizr

JavaScript libraries

Cloudflare Bot Management

Cloudflare Bot Management

Security

Google Maps

Google Maps

Maps

Microsoft 365

Microsoft 365

Email

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

Datadog

Datadog

Analytics

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Google Hosted Libraries

Google Hosted Libraries

CDN

Frequently asked questions

Certior Financial Group is located in King of Prussia, Pennsylvania, US.
You can reach Certior Financial Group at +16107837010.
Certior Financial Group was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.
Certior Financial Group has approximately 11-20 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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