When you have a solid plan, dreams become goals.
Wherever you are on your journey, we will take the time to get to know your unique financial picture and goals and create a strategy to get you there.
WE ARE PROUD TO PUT OUR PROVEN TRACK RECORD TO WORK FOR OUR CLIENTS EVERY DAY.
We believe every client deserves to work with an experienced, high-performing financial advisor without high fees and large account minimums. Ready to take control of your financial future? Set up a no-pressure call so we can hear more about your financial goals.
When You Work as Hard for Your Clients as we do, it Gets Noticed
We are proud to be affiliated with award-winning broker dealer, Cambridge Investment Research.
- Honored by financial professionals as Broker-Dealer of the Year an unprecedented 14 times by Investment Advisor Magazine*
*Investment Advisor magazine, 2007, 2008, 2009, 2010, 2012-2020 Division IV; 2003 Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing financial professionals cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of financial professionals.”
Check the background of this financial professional on FINRA’s BrokerCheck.
CLIENT CENTRIC ADVISORS
Pennsylvania Office
252 Broad Street
Montoursville, PA. 17754
PHONE: (570) 368-8641
FAX: (570) 368-8002
Florida Office:
1000 N. Ashley Dr.
Suite 830
Tampa, FL 33602
PHONE: (813) 217-9092
FAX: (813) 221-2771
Open 9:00am – 5:00pm, Monday – Thursday
Open 9:00am – 4:00pm, Friday