Broker Check

Mary E. Ziegler

(201) 406-6592   

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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! When the Unexpected Becomes Reality

Your Financial Future

Helping Individuals, Families and Business Owners Organize, Build and Control Their Financial Future From insurance to investments to college-planning to retirement, the decisions are overwhelming and the information is inconsistent! That's where Certified Financial Services LLC and my team come in.

My specialty is personal finance - organization and education are the keys to making the path to meet your goals and exceed your expectations!

My past experience as a paralegal, small business owner and licensed mortgage broker have led me to my desire to bring much more information to my clients and prospective clients, especially since 2007.

If you are not 100% confident that your financial plan is meeting your goals, please call me to discuss how making strategic changes and coordinating your assets will get you there! If you are just hoping and keeping your fingers crossed, you need to talk to me now!

Helpful Content

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

 

Be My Beneficiary

Financial planning for couples.

Home Ownership by the Numbers

Tips on home-buying for Millennials.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

College Funding Ideas

The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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