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 was 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

Kyle McCauley

Joel Hardin

Learn More about the APMA® Certification at College for Financial Planning Website

Certified Financial Planner™

City Center Financial Advisers
with the CFP® Certification

Carolynn Bridges

Learn More about the CFP® Certification at letsmakeaplan.org

Chartered Retirement Planning Counselor™

City Center Financial Advisers
with the CRPC® Certification

Kyle McCauley

Chris Brent

Danielle Serlin

Learn More about the CRPC® Certification at College for Financial Planning Website

Registered Financial Consultant™

City Center Financial Advisers
with the RFC® Certification

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

Carolynn Bridges

Chris Brent

Danielle Serlin

Taylor Cox

Taylor Turner

Ryan Fabbri

Learn More about the NSSA® Certification on NSSA's Website

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.