Contact

info@certiorfinancial.com

King of Prussia Office

Phone:	610-783-7010
Fax:	610-783-1965

20104 Valley Forge Circle
King of Prussia, PA 19406

Mon-Fri: 9:00 AM - 5:00 PM

East Norriton Office

Phone:	215-240-1263
Fax:	215-525-2638

2006 DeKalb Pike
East Norriton, PA 19401

Mon-Fri: 9:00 AM - 5:00 PM

Are we Right for Each Other?

We value our relationships with our clients. We want to focus our attention and resources on you
without compromising the quality of our services. So, we are selective when we establish new client relationships. We find that our clients generally share these characteristics:

They understand the value of working with a financial advisor – someone with whom they can
develop a dynamic relationship to build and preserve wealth.

They appreciate our highly personalized approach to organizing, planning, and succeeding.
They are goal driven and are willing to work with us to fulfill those goals.
They are passionate about their lives and are people with whom we enjoy spending time.
They are compassionate individuals who believe in making a difference in the lives of others.