Certior Financial Group LLC

  • Financial Services
  • King of Prussia PA
  • 6 employees
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Company Overview

Website
certiorfinancial.com
Employees
6
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Recent News & Media

T. Rowe Price Blue Chip Growth ETF (NYSEARCA:TCHP) Holdings Lifted by DAVENPORT & Co LLC

  • Jul 8, 2025
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Asset Management One Co. Ltd. Has $6.65 Million Stock Holdings in Watsco, Inc. (NYSE:WSO)

  • Jul 2, 2025
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Cambridge Investment Research Advisors Inc. Sells 17,676 Shares of T. Rowe Price Blue Chip Growth ETF (NYSEARCA:TCHP)

  • Jun 29, 2025
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First Trust Horizon Managed Volatility Small/Mid ETF (NYSEARCA:HSMV) Shares Sold by Envestnet Portfolio Solutions Inc.

  • Jun 27, 2025
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SG Americas Securities LLC Has $429,000 Holdings in Watsco, Inc. (NYSE:WSO)

  • Jun 24, 2025
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1,976 Shares in Microsoft Co. (NASDAQ:MSFT) Acquired by Certior Financial Group LLC

  • Jun 13, 2025
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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.

Certior Financial Group LLC Industry Tags

Financial Services
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FAQ

What is the location of Certior Financial Group LLC's headquarters?
The headquarters of Certior Financial Group LLC are situated at 20104 Valley Forge Circle, King of Prussia PA
What is Certior Financial Group LLC's official website?
The official website of Certior Financial Group LLC can be found at certiorfinancial.com.
What is Certior Financial Group LLC's current revenue?
As of September 2023, Certior Financial Group LLC's annual revenue reached $10B.
How many employees does Certior Financial Group LLC currently have?
Certior Financial Group LLC employs approximately 6+ people as of September 2023
Which industries is Certior Financial Group LLC primarily operating in?
Certior Financial Group LLC operates in the following industries: Credit, Finance
What are Certior Financial Group LLC's industry tags?
Certior Financial Group LLC's industry tags include: Financial Services

Employee Directory

Key Employees

Elizabeth Shamir

Financial Advisor

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