Certified Financial Services Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Certified Financial Services

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Certified Financial Services Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	52421 Insurance Agencies & Brokers
Address	52 Forrest Ave Paramus, NJ 07652

Note: Revenues for privately held companies are statistical evaluations.


Certified Financial Services's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Certified Financial Services's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Certified Financial Services is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Certified Financial Services Annual Revenue and Growth Rate

Certified Financial Services	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Certified Financial Services's revenues are gauged from an analysis of company filings.

Certified Financial Services's Income Statement (based on Industry Averages)

Certified Financial Services P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Certified Financial Services is developing and marketing. Certified Financial Services doesn't have any recent trademark applications, indicating Certified Financial Services is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
CERTIFIED FINANCIAL SERVICES, LLC Annuity services, namely, financial investment brokerage in the field of annuities, financial consulting in the field of annuities, and annuity account and investment administration; Insurance services, namely, insurance brokerage, consulting, issuance, and administration of life insurance, long term care insurance and disability insurance	06/01/2013

See all trademarks and details in the Full Report.

Market Share of Certified Financial Services's Largest Competitors

A competitive analysis shows these companies are in the same general field as Certified Financial Services, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Certified Financial Services. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
RSM HOLDINGS	Paramus, NJ	100
MODERA WEALTH MANAGEMENT	Westwood, NJ	39
MADISON ADMINISTRATION	Montvale, NJ	15
SMITH MANAGEMENT	Englewood, NJ	13
CERTIFIED FINANCIAL SERVICES	Paramus, NJ	11
WEALTH PRESERVATION SOLUTIONS	Paramus, NJ	6

Future Competition: Certified Financial Services's Fastest Growing Competitors

These companies are in the same general field as Certified Financial Services and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)