About Us

We're here for the long-term


Since 1995, our professionals have been helping people to create financial plans designed to allow them to achieve their personal goals. It’s a responsibility we take very seriously and it shows – in the highly individualized attention we provide and the long-term relationships we enjoy.
 
In fact, we focus on building our business through introductions from our existing clients and their families. We know the value of this trust. And in return, we continue to remain responsive, reliable and available to our clients.
 
CenterPoint Financial Group values integrity, knowledge and dedication. Which in practical terms means we’re here when you need us, to provide you with the answers and advice you need, to help make decisions that impact your life and your future.

 

 

Mission Statement

The professionals at CenterPoint Financial Group serve a select group of clients by orchestrating their financial affairs. Our lifelong commitment is to continuously strive to help our clients to meet their desires and aspirations. We provide this through our own expertise and in partnership with other professionals.