Discover Our Services
Retirement
Our team can help you with managing lump-sum distributions, project the financial impact of early or late retirement, developing income generating strategies, and minimizing tax liabilities to maximize savings and income.
Investments
Our Investment Analysis helps determine the capital needed, contributions required, and expected returns to achieve personal objectives, while also offering suitable products to support goal attainment.
Insurance
Our insurance products offer comprehensive coverage for diverse needs. Options include individual and group life insurance, disability coverage, long-term care insurance, private pensions, and key-person insurance, providing financial security and support tailored to individual and business requirements.
Tax Liability
Developing a tax deferral strategy, such as investing in annuities, life insurance, or IRAs, is crucial. We work with you to develop a tax strategy for qualified plan distributions to help manage retirement funds efficiently while minimizing tax liabilities.
Business Retirement Planning
We offer services to help business owners choose the right retirement plans and offer strategies to maximize benefits for both the employer and employees, ensuring a secure financial future.
Meet Our Team
Experience what makes Centier the bank of choice in Indiana. Please contact an Investment Executive today.Disclosures
Check the background of this investment professional on FINRA’s BrokerCheck.
Located at: 600 E 84th Avenue Merrillville, IN 46410
Phone: (844) 755-6600
Centier Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
These products and services are being offered through Cetera Investment Services LLC or its affiliates, which are separate entities from, and not affiliates of, Centier Bank or Centier Investments. Securities and insurance products offered by Cetera Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com