Fiduciary Advisors at City Center Financial
At City Center Financial, we have always operated under the Fiduciary Duty rule as outlined in the Investment Advisers act of 1940. Our commitment to operating as Fiduciary Advisors is codified in our Policies & Procedures Manual of which all advisors of City Center are held to.
Certifications our Advisors Have
Accredited Portfolio Management Advisor™
City Center Financial Advisers
with the APMA® Certification
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Kyle McCauley | Joel Hardin
Taylor Cox | Christopher Brent
Learn More about the APMA® Certification at College for Financial Planning Website
Chartered Retirement Planning Counselor™
City Center Financial Advisers
with the CRPC® Certification
Kyle McCauley | Christopher Brent
Danielle Serlin | Taylor Cox
Taylor Turner | Tony Pogasic
Learn More about the CRPC® Certification at College for Financial Planning Website
Registered Financial Consultant™
City Center Financial Advisers
with the RFC® Certification
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David Hardin | Frank Endris
Learn More about the RFC® Certification on FINRA's Website
National Social Security Advisor™
City Center Financial Advisers
with the NSSA® Certification
Kyle McCauley
Joel Hardin
David Hardin
Frank Endris
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Chris Brent
Danielle Serlin
Taylor Cox
Taylor Turner
Tony Pogasic
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Learn More about the NSSA® Certification on NSSA's Website
888 W Big Beaver Rd., Suite 1220, Troy, MI 48084
Email: clientservices@citycenterfinancial.com
Phone: (248) 275-1930 or (888) 267-1321
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