Certior Financial Group, Llc
Certior Financial Group (formerly Kantor Financial Group) is an independent financial planning firm of exceptional and caring individuals helping to optimize your True Wealth. We'll work with you to organize the complexity in your financial life, create a comprehensive plan based on your financial needs, review your plan as the markets or your needs change, and help you achieve your vision of the future. We follow a sound, systematic process to help you pursue your financial goals, monitor and track your progress, and refine and revise your plan along the way. We pride ourselves on the strong and intimate relationships we have built with our clients, working with them to achieve greater happiness, fulfillment, and meaning in life. For over 30 years, we have earned the trust and confidence of many clients and appreciate the opportunity to do the same with you. At Certior Financial Group … - We believe that achieving True Wealth means optimizing not only financial assets but also all the other things that you value in life- We believe operating in a team based approach brings together the talents, creativity, and resourcefulness of a group to maximize client benefits- We believe that financial planning should be a collaborative process where the client’s voice informs the planning process- We believe that our clients benefit from a long-term philosophy that utilizes unique and personalized combinations of diversified investments- We believe in leveraging technology to provide our clients transparency and easy access to information- We believe that trust is not given but earned every single day- We believe in adhering to the highest ethical and fiduciary standards by putting our clients’ interests ahead of our own. We believe in a personalized and collaborative process that gives our clients confidence and clarity to enjoy the things that are most essential to them and their families.
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Verified contacts
6
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
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Monthly traffic
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CR
Carolyn Ricci
Director of Operations · Operations
EmailPhone - SC
Simon Crew
Associate Financial Advisor · Finance & Accounting
EmailPhone - KS
Kissandra Smead
Client Engagement Coordinator · Operations
EmailPhone - MB
Matthew Bik
Financial Operations Associate · Finance & Accounting
EmailPhone - PH
Patrick Hansen
Financial Adviser · Finance & Accounting
EmailPhone - SP
Sarah Pelosi
Client Services Coordinator · Customer/Client Service
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Certior Financial Group, Llc
6 distinct titles indexed · top 6 shown.
- 1associate financial advisor
- 1client engagement coordinator
- 1client services coordinator
- 1director of operations
- 1financial adviser
- 1financial operations associate
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