Certior Financial Group

EST. AUM
$452,278,597

CONTACTS
6

CLIENT ACCOUNTS
1,698

Firm Details

Metro area Philadelphia
CRD Number 285502
Website certiorfinancial.com
Client types

Overview

Certior Financial Group (formerly Kantor Financial Group) is an independent financial planning firm. They have brought three experienced offices together to form an outstanding team of exceptional and caring individuals, who will work hard to optimize their clients' True Wealth. The firm works with clients to organize the complexity in their financial lives, create a comprehensive plan based on their financial needs, review their plan as the markets or their needs change, and help them achieve their vision of the future. Certior Financial Group follows a sound, systematic process to help clients pursue their financial goals, monitor and track their progress, and refine and revise their plan along the way.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Certior Financial Group

Platform Details

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