Certior Financial Group, Llc logo
VerifiedFinancial Services· Founded 1998

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.

7-day free trial · no credit card

HeadquartersKing Of Prussia, United StatesEmployees12(11 to 50)Founded year1998Websitecertiorfinancial.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

12

11 to 50 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

0

tools in use

Monthly traffic

organic / mo

Sign up free to see all 6 verified contacts at Certior Financial Group, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

6 contacts with verified email or phone · masked until revealed.

Sign up free →

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

Sign up to unlock all 6 contacts at Certior Financial Group, Llc

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 6 verified contacts at Certior Financial Group, Llc

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Certior Financial Group, Llc | Kipplo Discover