??Congratulations to Justin Miller for Passing the 7 Exam! ?? All the hard work, dedication, and countless hours of studying have truly paid off! ?? May this be the first of many successes to come! ?? #Success #HardWorkPaysOff #OnToTheNextChapter #7ExamComplete #ProudMoment
Certified Financial Services
金融服务
Paramus，New Jersey 2,309 位关注者
We are committed to serving Families through a Protection-First philosophy while bringing education into our Community.
关于我们
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.
- 网站
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https://www.cfsllc.com
Certified Financial Services的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Paramus，New Jersey
- 类型
- 私人持股
- 创立
- 1986
- 领域
- Life Insurance、Investments、Risk Management Analysis、Employee Benefits、Business and Estate Planning、Protection Planning、Wealth Management和Holistic Financial Planning
地点
Certified Financial Services员工
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Baback Panah
Consulting with clients to help them recognize needs, mitigate life’s risks, and identify solutions to reach their goals
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Ken Detz
Helping Busy Families Attain Financial Confidence | Coordinating & Quarterbacking Insurance and Investing | Tax-Favored Strategies | Savings Process…
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Ezekiel "Zeke" Zimmerman MBA, CLTC
Private practice helping clients attain financial balance while protecting and growing their wealth.
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Douglas Dubitsky
I educate my clients about money and getting rid of the financial junk drawer
动态
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?? Congratulations on Earning Your SIE Certification! ?? Big shoutout to Eric Tarlo for successfully passing the Securities Industry Essentials (SIE) exam! ??This is a huge milestone and it’s just the beginning of an exciting career journey. Here’s to many more achievements ahead! ???? Keep pushing forward, and the sky's the limit! #SIE #Finance #CareerMilestone #Congratulations #NextStep
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We're #hiring a new Financial Representative Summer Associate Launchpad (May 2025 grads only) in Paramus, New Jersey. Apply today or share this post with your network.
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Certified Financial Services转发了
Disability Insurance, Life Insurance & Financial Strategies for Medical Residents, Fellows & Doctors
Attention Residents and Fellows of Anesthesiology at Cedars-Sinai! Join Jeffrey Benowitz and I for an in-person seminar. ?? Date: March 21st, 2025 ?? Location: The Henry, Los Angeles ??? Dinner and beverages will be served! Send me a message to register or scan the QR code below. We look forward to seeing you there!
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Certified Financial Services转发了
Join us for an exclusive live webinar on March 5, 2025, at 7:00 PM EST, where you'll learn about Guardian's Guaranteed Standard Issue (GSI) Disability Insurance Program. This is a unique opportunity available only to eligible residents and fellows at Tufts Medical Center. Scan the QR code to register or send me a message. #DisabilityInsurance #FinancialProtection #Tufts
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You don’t have to choose between professional and personal success. As a financial associate with CFS, you can achieve a work-life balance that fits you. #joincfs Reach out to Michelle Grill, [email protected] , to learn more today!
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When it comes to financial and emotional well-being, working Americans fall into four distinct groups. Which one are you? See what changes you can make to become even more financially confident. https://bit.ly/3wNaBUO
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Are you tired of juggling? There is a better way. As a financial associate with CFS, you can achieve a balance of career and life that works for you. #joincfs Reach out to Michelle Grill, [email protected] , to learn more today!
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