Wealth Management Alabama
Centennial Financial Services is dedicated to meeting your total needs and helping you develop financial strategies that match your unique lifestyle in order to help achieve your specific goals.
Planning for Your Financial Future:
In today's financially demanding and complex world we recognize the need for comprehensive financial planning and insurance advice. Therefore, we recommend a customized approach to analyzing your financial needs. As a first step in this planning process, your Raymond James Financial Services,Inc. consultant will work with you to develop a personalized, comprehensive investment and insurance strategy.
- Needs Analysis: First, we carefully listen to our clients and develop an understanding of each client's objective, risk tolerance, time horizon, tax situation and personal preference.
- Building Your Portfolio: Next, we develop a strategy to include asset classes which interact with one another to provide the best opportunities to help meet your goals. These can include equities, fixed income and alternative investments and may be implemented using individual securities or via mutual funds.
- Managing, Monitoring and Reporting: After the investment strategy is determined, we help manage the portfolio and monitor the performance as well as the potential impact of changing markets and economies.
A Relationship with Raymond James Financial Services, Inc.:
To assist you with your financial strategy, the financial consultants of Centennial Financial Services have formed a relationship with Raymond James Financial Services, Inc. Through this relationship, our customers will have access to a full range of options, including financial needs analysis, mutual funds, annuities, insurance products and more. Founded in 1962 and a public company since 1983, Raymond James Financial Services, Inc. is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management.
To speak with a financial consultant for more information and to request a free Financial Review, please call:
Patricia R. Burrell, Vice President, CFS
Not FDIC Insured | No Bank Guarantee | May Lose Value
Raymond James Financial Services Inc., member FINRA, SIPC, a registered broker dealer and registered investment adviser, is not affiliated with Centennial Financial and Centennial Bank.
Securities and insurance products are offered through Raymond James Financial Services Inc., and its affiliated insurance agencies are: not insured by the FDIC or NCUA; not a deposit or other obligation of, or guaranteed by any bank or credit union; subject to risks including the possible loss of principal amount invested.
Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. http://www.raymondjames.com/privacy_security/privacy_notice.htm.
