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.
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.
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
710 Northwest Ordinance Lane
New Albany, IN 47150
1430 N National Rd
Columbus, IN 47201
501 Washington St
Columbus, IN 47201
501 Washington St
Columbus, IN 47201
2125 Veterans Parkway
Jeffersonville, IN 47130
Products & Services
Investment
Services
Investing is a process, and the sooner you start, the better off you’re likely to be.
Upcoming Webinars and Seminars
Understanding Medicare
Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence.
Income for Life
You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?
Workshops are educational only and are not investment advice. If you need advice regarding your financial goals and investment needs, contact a financial advisor. All guarantees are based on the claims-paying ability of the issuer. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Asset allocation and diversification do not guarantee a profit or prevent a loss. See your prospectus for details about your investment options and refer to the fund prospectus for information on specific investment objectives. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.