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Our Program

When it comes to your financial dreams, taking action is vital to your success. But that’s not always easy. You know where you are and where you want to go; our aim is to help you get there. Our experienced investment advisors are committed to making your journey toward financial success as easy as possible, and we do that with our Four A Process:

  • Analysis: Getting to know you personally and financially – both where you are today and where you want to be in the future
  • Architecture: Building the plan to get you where you want to be
  • Application: Putting the plan into action
  • Annual Review: Sitting down with you on a regular basis to review any life events, unforeseen circumstances, changes in goals and risk tolerance, etc.

Our investment advisors are process-centric, not product-focused. We work with individuals, families, and professionals, utilizing our process to assist clients in determining their goals and objectives. Through financial planning, we work together to determine a road map to get you where you want to be, allowing the tools to become self-evident.

We take our time to answer your questions and make sure you fully understand the products available to you before you invest your hard earned money. Our investment advisors strive to build an ongoing and trusting relationship with you, focusing on helping you achieve your long-term financial goals.

Centier Investment Services are available at all Centier Bank branch locations, and we have investment advisors who are registered for securities and licensed for insurance throughout Northern and Central Indiana. Our investment advisors are also registered with Cetera Investment Services LLC, a registered Broker/Dealer and member FINRA/SIPC. Cetera Investment Services is one of the nation’s leading brokerage firms providing brokerage services at banks and credit unions throughout the country.

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