Carolyn Ricci's Colleagues at Certior Financial Group, LLC
Carolyn Ricci's Contact Details
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Horsham,Pennsylvania,United States
Certior Financial Group, LLC
Carolyn Ricci's Company Details
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.