HELPING YOU RETIRE 

IS

WHAT WE DO

ABOUT

US

 
RETIREMENT PLANNING 

 

With the thousands of financial products and solutions that exist in the marketplace today, a suitable recommendation can truly only take place within the framework of a comprehensive retirement plan.  At City Center Financial, LLC, we utilize our proprietary planning process for you.  CLICK HERE to learn more about planning process.

CREDENTIALED, FIDUCIARY ADVISORS 

All of our advisors are fiduciaries and have a range of various certifications, education, and credentials such as. CFP®, RFC®, APMA®, CRPC®, National Social Security Advisor®. Learn more by clicking here about how our highly trained advisors can benefit you!

SECURITY OF CLIENT FUNDS

When it comes to our client's assets, we custodian our client accounts with some of the largest financial institutions in the world.  To learn more about how we provide security for our client's assets, read about our custodian. CLICK HERE

CONTACT

CITY CENTER FINANCIAL

CORPORATE HEADQUARTERS ADDRESS

888 W Big Beaver Rd., Suite 1220,  Troy, MI 48084

Email:   clientservices@citycenterfinancial.com
Phone:  888-267-1321

Click Here to Find Us

For any general inquiries, please fill in the following contact form:

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Leadership Team

KYLE MCCAULEY 
CRPC®, APMA®, NSSA®
MANAGING PARTNER
DAVID HARDIN
RFC®, NSSA®
FOUNDING PARTNER
JOEL HARDIN
APMA®, NSSA®
SENIOR PARTNER
FRANK ENDRIS
RFC®, ChFEBC®, NSSA®
PARTNER

Retirement Advisors

DANIELLE SERLIN
CRPC®, NSSA®
RETIREMENT ADVISOR
CHRIS BRENT
 CRPC®, NSSA®
RETIREMENT ADVISOR
CAROLYNN BRIDGES
CFP®, NSSA®
RETIREMENT ADVISOR
RYAN FABBRI
NSSA®
ASSOCIATE ADVISOR
TAYLOR TURNER
NSSA®
ASSOCIATE ADVISOR
TAYLOR COX
NSSA®
ASSOCIATE ADVISOR

Administrative Team

LAUREN PAGE
CLIENT SPECIALIST
ELIZABETH DYER
ADMINISTRATIVE ASSISTANT
NICOLE BABINEAU
ADMINISTRATIVE ASSISTANT
MEGHAN SMITH
EXECUTIVE ASSISTANT
LUKE MASON
BACK OFFICE SPECIALIST
MORGAN ROWAN
APPOINTMENT SPECIALIST
SHELLEY STILES
CONTROLLER
 
 

Headquarters:

888 W Big Beaver Rd. Suite 1220, Troy, MI 48084

Phone: (888) 267-1321 | clientservices@citycenterfinancial.com

Advisory services offered through City Center Advisors, LLC a Registered Investment Advisor.  Insurance products offered through City Center Financial, LLC.  City Center Advisors, LLC and City Center Financial, LLC are affilliated entities.

City Center Advisors, LLC and City Center Financial, LLC do not provide tax or legal advice.  The information presented on this website is not specific to any individual’s personal circumstances.  No information contained in this website is intended to be tax, legal or investment advice.  Individuals should consult with their own tax, legal and investment professionals.

This website does not constitute a solicitation to purchase or sell securities in any jurisdiction in which City Center Advisors, LLC is not registered.  City Center Advisors, LLC is registered in the states of Michigan, New Jersey and Colorado.

City Center Advisors, LLC and City Center Financial, LLC are not affililiated with the Social Security Administration or any government organiztion.

 

© 2015 - 2017 by City Center Financial, LLC.