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

Insurance

Certified Financial Services

Certified Financial Services' headquarters in Paramus, NJ, United States

This department provides comprehensive financial advice and services to clients, focusing on their investment and financial planning needs.

Financial Services

This department focuses on providing financial advisory services and strategic planning to clients for wealth growth and management.

Wealth Management

This department provides financial guidance and investment advice to clients.

Financial Advisory Services

This department manages financial processes and onboarding activities to ensure efficient administrative support.

Finance Operations

This department focuses on facilitating and managing insurance brokerage activities for clients.

Brokerage Services

This department focuses on training and onboarding new graduates as they begin their professional careers.

Certified Financial Services

Org chart

Teams

Financial Services

Wealth Management

Financial Advisory Services

Finance Operations

Brokerage Services

Graduate Development

Offices

Certified Financial Services

Org chart

Teams

Financial Services

Wealth Management

Financial Advisory Services

Finance Operations

Brokerage Services

Graduate Development

Offices

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