Certified Financial Services

Financial Services - Paramus, NJ, US

Certified Financial Services Employees
Jason Fink

Financial Representative

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Evan Heller

Financial Advisor, Park Avenue Securities

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Ken Detz

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

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Erik Scherr

Investment Advisory Representative

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Certified Financial Services Details

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 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.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 2005-2021 Guardian 2021-121822 Exp. 5/23

Certified Financial Services logo, Certified Financial Services contact details
Website: cfsllc.com
Employees: 250 - 499
HQ: 201-843-7700
Location: Paramus, NJ, US
Revenue: 20 - 50 Million
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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