Company Overview
- Website
- certiorfinancial.com
- Employees
- 6
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Recent News & Media
T. Rowe Price Blue Chip Growth ETF (NYSEARCA:TCHP) Holdings Lifted by DAVENPORT & Co LLC
- Jul 8, 2025
- defenseworld.net
Asset Management One Co. Ltd. Has $6.65 Million Stock Holdings in Watsco, Inc. (NYSE:WSO)
- Jul 2, 2025
- marketbeat.com
Cambridge Investment Research Advisors Inc. Sells 17,676 Shares of T. Rowe Price Blue Chip Growth ETF (NYSEARCA:TCHP)
- Jun 29, 2025
- defenseworld.net
First Trust Horizon Managed Volatility Small/Mid ETF (NYSEARCA:HSMV) Shares Sold by Envestnet Portfolio Solutions Inc.
- Jun 27, 2025
- defenseworld.net
SG Americas Securities LLC Has $429,000 Holdings in Watsco, Inc. (NYSE:WSO)
- Jun 24, 2025
- defenseworld.net
1,976 Shares in Microsoft Co. (NASDAQ:MSFT) Acquired by Certior Financial Group LLC
- Jun 13, 2025
- defenseworld.net
Who is Certior Financial Group LLC
Certior Financial Group LLC is an independent financial planning firm based in King of Prussia, Pennsylvania. The company employs 6 people and generates over $10,000 in annual revenue. Certior Financial Group (formerly Kantor Financial Group) helps clients optimize their "True Wealth," which they define as encompassing not just financial assets but also other life values. Certior Financial Group provides comprehensive financial planning services to individuals. Their process includes organizing a client's financial life, creating a personalized plan, reviewing and revising it as needed, and helping clients achieve their financial goals. They utilize a team-based approach and prioritize a collaborative process where the client's input shapes the planning strategy. The firm prides itself on its long-term approach to financial planning, employing diversified investment strategies tailored to each client's unique needs. Certior Financial Group also emphasizes technology to provide clients with transparency and easy access to their financial information. They adhere to the highest ethical and fiduciary standards, putting clients' interests first. Potential clients can learn more about Certior Financial Group and its services by visiting their website at certiorfinancial.com.
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Company Name | Revenue | Number of Employees | Location | Founded in |
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10M | New York, NY | |||
10M | 5 | Chicago, IL | ||
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10M | 21 | New York, NY | 2001 | |
10M | 5 | Chicago, IL |