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Team

At Certified Financial Services firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Larry P. Moskowitz

917.623.4321

[email protected]

I am a Financial Adviser at Certified Financial Services, LLC. Since joining the CFS team, I have been selected for Guardian Client Builder in 2010 & then Leader’s Club twice, in 2012 and 2013. Prior to joining CFS, I spent 17 years as...
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Paola Martinez-Perez

2016387851

[email protected]

Financial professional dedicated to helping my clients attain financial balance
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