Company Email Format Management

CenterPoint Financial Group

Financial Services United States 6 employees

Employees: 6
Contacts: 3
Emails: 3
Phones: 1

yourcenterpoint.com LinkedIn

CenterPoint Financial Group Overview

Headquarters: United States
Website: yourcenterpoint.com
Industry: Financial Services
Employees: 6
Founded: 2000
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Estate Planning Investment Strategies Retirement Planning

About CenterPoint Financial Group

CenterPoint Financial Group serves a select group of clients by orchestrating all aspects of their financial affairs. Our lifelong commitment is to continuously strive to help our clients meet their desires and aspirations. We strive to provide this through our own industry knowledge and in partnership with other professionals. Investment advisory services offered though Guardian Wealth Advisors, LLC D/B/A CenterPoint Financial Group. Guardian Wealth Advisors, LLC (“GWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about GWA’s investment advisory services can be found in its Form ADV Part 2 or Form CRS, which is available upon request.

CenterPoint Financial Group Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

CenterPoint Financial Group Org Chart

Sample employees and titles

Name	Title	Location	Contact
Doug Riggert, Cfp®, Ricp®, Chfc®	Partner, Cfp®, Ricp®, Chfc® at Centerpoint Financial Group	Omaha, Nebraska, United States	Email
Nate Legrand, Cfp®	Certified Financial Planner™ Professional at Centerpoint Financial Group	Omaha Metropolitan Area, United States	Email Phone
Isaac Mccoy	Financial Planning Assistant at Centerpoint Financial	Omaha, Nebraska, United States	Email
Henry Boulay	Student at Creighton University	Omaha, Nebraska, United States	View