With over 30 years of dedication and commitment, Certified Financial Services continues to enrich families and small businesses with valuable knowledge that leads to brighter and successful futures.
Paramus, New Jersey – Certified Financial Services (CFS) of Paramus, New Jersey takes pride in serving the community for 32 years. The firm is constantly innovating itself to produce greater services and outcomes that positively impact individuals, families, and businesses, today and for every tomorrow. This year, CFS has enhanced their services, offering a company-sponsored financial wellness program, Wealth Steps™, that presents employees with essential personal finance concepts from a unique balance sheet perspective.
Introducing Wealth Steps™ to the community will change the way people become involved in their financial picture. Participants can achieve more control over their lifetime earnings through common sense with an uncommon perspective.
Craig Feinberg, General Agent of CFS, explains, “By individualizing a macro-economic strategy for each client, we as a team of professionals can offer the most optimal guidance to maximize all potentials for the future.” CFS believes that protection products should be at the core of a financial strategy, while still incorporating all aspects of a person’s financial situation.
Local businesses interested in offering the Wealth Steps™ financial wellness program will benefit from providing their employees with access to tools that will build their financial confidence, relieve stress, and create a satisfying work environment. Employers can contact the office at (201) 843-7700 or [email protected] to learn more.
As a reputable wealth management firm and member of The Guardian Network®, CFS was built on the ideals of Family, Protection, and Community. The firm understands the importance of creating long-term relationships with clients to identify quality services and resources, such as life and disability insurance, retirement services, long term care insurance, investments and annuities.
Certified Financial Services’ contributions to the community extends far beyond the services they provide. They ongoingly support local charitable and civic organizations including Alzheimer’s NJ, Community Blood Services, Center for Food Action, and The Salvation Army as well as hosting the Certified Financial Services Tee Off for the Kids golf event in support of Make-A-Wish NJ. The firm is headquartered in Paramus, NJ supported by satellite offices in Parsippany, NJ, Manhattan, Montville, NJ, Westchester, NY, and Brielle, NJ.