Centric Meaning - At The Center of You
We started Centric with the simple idea of placing the client as the main and only focus. In today’s fast paced world of always on the go. We feel that taking a subtle pause to slow things down a bit, is right for our clients. Life today is hectic at times, but your Investment Plan should not be, taking time to set down and visit about the important details that focus on yourself, your family and your financial situation.
Working with us, you can be sure that the focus will always be on you and what is best for your needs. Offering an individualized investment discussion with tailored solutions that meet your needs today and tomorrow, with no proprietary investments. We believe in explaining all the details, educating you and empowering our clients to ask the hard questions. Being your trusted investment professional is very important to us and should also be important to you, we view helping our clients as a privilege not a job.
"Honest, straightforward, client driven advice that is tailored to you. You deserve it."
Investment Manager & CEO
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