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The CFS Story

A Legacy of Trust, Innovation,
and Personalized Solutions.

Founded in 1983 as MW Financial Group, Certified Financial Services (CFS) has grown into a trusted partner for clients across generations. Led by Bob Worgaftik, CFS combines decades of experience with modern strategies to meet the evolving needs of individuals, families, and businesses.

Today, Bob’s leadership continues to inspire the next generation, including Paul Worgaftik and Noelle Casey, who bring fresh perspectives and innovative approaches to the firm.

We help clients create, preserve, and transition wealth through customized strategies, proactive planning, and a commitment to long-term success.

Our Mission

To provide excellence in financial services through a process of personal, business and estate planning.
We focus our resources on helping our clients organize, protect, grow, and preserve their wealth and reach their financial objectives by utilizing advanced financial strategies.
We are committed to developing and maintaining long-term relationships with our clients and our goal is to become their trusted lifetime financial professional.
We adhere to the highest ethical standards in all of our endeavors, and are committed to the pursuit of excellence.

About the Firm

About the Firm

At CFS, we are proud to work with over 39,000 families and businesses. Our independence, transparency, and passion are our differentiators. Committed to our holistic planning approach for over 35 years, we work diligently to create the proper strategies that optimize your wealth-building potential and financial well-being. Over 50 advisors between our locations.

At Certified Financial Services, we take pride in our dynamic culture that welcomes both associates and clients into our CFS family.

Family

As life gets in the way, your family should always remain your top priority. Ensure that you have strategies set in place for every life event - both expected and unexpected. 

Protection

When we meet with you, our first concern is to establish all your possibilities of gaining the most optimal protection to keep your life moving in the right direction

Community

Our strong presence in the community is important as we engage with people surrounding us. We learn the kinds of services people need so we can offer the most valuable and effective solutions.

CFS Website

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