About Certified Financial Services

Certified Financial Services is devoted to helping individuals, families and small business owners achieve their financial goals. While the world is constantly changing, it is comforting to know some things stay the same; that we can rely on each other. We understand that each member of this community has important goals - some financial, others personal - and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing "what's possible" and take you all the way to "it's happening and I know I'm prepared." Protecting our families, planning for the future and having the confidence to know that no matter what life may have in store, we are prepared.

Note: All figures reflect the policies and contracts of the primary servicing agency.

¹Reflects all in-force policies and contracts serviced by this agency as of 12/31/2023.

²Includes owners of in-force life, disability income, long-term care, policies as well as all securities accounts.

¬3Represents in force cash values for life insurance, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2022). Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.

⁴Represents Dividends paid in 2023 on Whole Life policies, excluding closed and surrendered policies.

⁵Represents all Life and Disability claims paid in 2023.