Stay involved. Make sure your money is working hard for you.
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Unanticipated events can bring financial hardships. Protect the ones you love.
Relax, we have answers to Social Security changes.
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Life is filled with opportunities. Develop a strategy to get more out of life.
Centric Financial Group is an insurance and investment agency that utilizes economic-based systems designed to help clients understand and validate financial concepts and behaviors.
Like the geometric progressions of a labyrinth, developing a sound financial future may seem like a complex process. At Centric Financial Group, we seek to understand each client's financial goals and objectives. We use an educational process that provides meaning and clarity for the client as they develop strategies for the future.
Now more than ever, clients need and want assistance from an organization that focuses on building a high trust relationship. We know that successful individuals are so busy with their careers and family commitments that they often fail to focus on their long-term financial needs. At Centric Financial Group we are dedicated to developing an ongoing course of action to meet client objectives and follow up with regular reviews.
We are fortunate to offer a wide variety of financial products and services to provide financial strategies for individuals, families, business owners, executives and employees.
Uncertainties of the stock market, interest rate environment, changing tax rates and the impact of inflation, are reasons for clients to develop a long-term strategy. At Centric Financial Group we offer skilled leadership and systems that help you in your journey toward financial success.
Our goals are to:
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.