Take Your Practice to the Next Level
A Different Kind of Partnership for Experienced Advisors
You have worked hard to build your practice and earn your clients’ trust. Choosing the right firm should enhance what you have built, not change who you are. At Certified Financial Services, we provide experienced advisors with the support, flexibility, and resources of an established firm while allowing you to maintain your independence and personal brand. Our goal is simple: help you grow your business, serve your clients well, and build long-term success on your terms.
Testimonials for Jeffrey
I chose CFS because after Mel Feinbloom introduced me to Tom Ciardella at a lunch in 1999, I knew this was someone that I could work closely with and who be beneficial to me in helping my career and business grow and flourish.
Since 2000, when I officially joined CFS, this firm has lived up to every expectation I could have ever wanted. It has provided endless resources in training, guidance and support. Just as importantly, the firm itself feels very familial to me and I’ve had the chance to mentor younger agents in their business. I’m proud to be a part of CFS because not only has my business flourished, but I’ve been able to see these younger agents become very successful.
I view CFS not as individual agents, but as a team of professionals willing to help each other. I don’t think there is any better firm in the financial services industry.
Testimonials for Kester
I began my career with Certified Financial Services over 22 years ago, and from the very beginning, what stood out to me was the family atmosphere. The people and the sense of community here are what truly make the difference.
Over the years, my business has grown tremendously, and much of that is thanks to the support and guidance I’ve received from the team around me. That support has continued at every level of the organization.
Tom Ciardella, in particular, has been a meaningful influence, offering guidance and support not just professionally, but personally for me and my family as well.
Testimonials for Eddie
I chose Certified Financial Services as an experienced advisor because I was looking for a firm that would support continued growth while aligning with how I want to serve my clients. CFS offers a strong foundation, with the resources, mentorship, and collaborative environment needed to elevate my practice.
What stood out to me was the firm’s commitment to a holistic approach and the ability to maintain independence while still being part of a supportive, team-driven culture. It’s an environment where experienced advisors can continue to refine their strategies, expand their reach, and focus on delivering meaningful value to the clients they serve