Skip Navigation
Alert Icon Attention! For Information Regarding Centennial Bank’s Data Security Incident, Click Here » Learn More

Search This Site

Search Icon

Close Icon

Tax strategies that can help you reach your goals

Taxes can impact how you achieve your financial goals and play an important role in your financial health. With the tax landscape changing frequently as rates, limits and thresholds adjust, wealth advisors at Centennial Financial Services and Happy Investment Services, a financial advisory practice of Ameriprise Financial Services, LLC, can meet with you to discuss how taxes impact your financial situation.

As a valued customer of Centennial Bank and Happy State Bank, you can schedule a no-obligation, complimentary initial consultation with a wealth advisor at a convenient branch location or virtually to discuss your personal situation and tax investment strategies that may help you manage tax implications.

Centennial Financial Services and Happy Investment Services is committed to helping you feel confident and in control of your financial life.

Financial Services Disclosure

We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Centennial Financial Services and Happy Investment Services is a financial advisory practice of Ameriprise Financial Services, LLC.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Centennial Bank, Happy State Bank and Ameriprise Financial are not affiliated..

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

Get in Touch

Need assistance with something?
Our team members are available to help you
Monday to Friday 7am - 7pm CT / 8am - 8pm ET
Saturday 8am - 2pm CT / 9am - 3pm ET.

Call Icon(888) 372-9788 Online Help Center

User Icon

User Icon

Email Icon

Phone Icon

Warning: This email is not encrypted, please do not include any personal information or passwords. An email is NOT a secure means of communication and should NOT be used to convey your social security number, date of birth or account number.

Privacy Statement: Any information that you provide us about yourself through this website will be used solely for the purpose for which it is provided and will not be given to any non-affiliated third party except as is necessary to accommodate your request, or as may be required by law or legal process.