Centered Around Your Financial Goals

At Centra Financial Services, our priority is finding the right investment and insurance mix to help you work toward your specific goals. Our personalized service is centered around your individual financial plan.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

 

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Why create a financial plan?

It’s easier to manage your money and make progress toward your goals when you have a strategy. Financial planning can help you evaluate your unique money situations as they come up and make suitable decisions for your future.

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Start preparing with Centra Financial Services

You deserve financial services that help you prepare for and preserve the life you want to live. But you don’t have to navigate these decisions alone. With Centra Financial Services, you can work one-on-one with your advisor through every stage of life. As your goals change, your advisor can make sure your plan is still the right fit.

Meet Our Advisors

Ernie G Lewis
Investment Consultant
Located at Centra Credit Union
710 Northwest Ordinance Lane
New Albany, IN 47150
Brett A Gladden
Investment Consultant
Located at Centra Credit Union
1430 N National Rd
Columbus, IN 47201
Robert J Fischvogt
VP CFS Wealth Management
Located at Centra Credit Union
501 Washington St
Columbus, IN 47201
Crystal D Rickard
Senior Investment Consultant
Located at Centra Credit Union
501 Washington St
Columbus, IN 47201
Jeffrey Schriner
Senior Investment Consultant
Located at Centra Credit Union
2125 Veterans Parkway
Jeffersonville, IN 47130
Matthew Postell
Investment Consultant
Located at Centra Credit Union
5965 West Technology Center Drive
Indianapolis IN 46278

Products & Services

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Investment
Services

Investing is a process, and the sooner you start, the better off you’re likely to be.

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Meet with
an Advisor

Request an appointment to create your personalized plan.

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Insurance
Services

Preserve your future with a variety of insurance solutions from CFS.

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Upcoming Webinars and Seminars

Social Security & Retirement

No matter how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way, especially with how Social Security works.

December 3, 2024 6:00 pm