TD Ameritrade Institutional

At City Center Financial it is our mission to provide safety and security for our client's accounts. This is why we carefully select our custodians.  TD Ameritrade Institutional provides our clients with significant value, security, and safety.

Low Costs

One important factor when we select our custodian, is the costs that the custodian will charge to our clients. These fees simply get absorbed by our clients, so we go out of our way to find high-quality custodians with low on-going costs!

Process for Opening & Funding Accounts

We help our clients open and fund accounts in a deliberate, step-by-step process. We monitor the movement of funds at every step of the way to ensure that all of our client's dollars end up where they're supposed to. When you hire our firm, we implement the following process:

  1. Sign Completed New Account Paperwork via DocuSign

  2. Transfer Assets from Current Custodians to TD Ameritrade

  3. Implement Investing Strategies Selected to Improve Your Portfolio

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.