Personal Banking / Quarterly Market Reviews
Quarterly Market Reviews
Centier Financial Partners provides our clients a local team that addresses a continuum of financial services, including their retirement, trust, and investment opportunities. Centier Financial Partners is about people – our clients and our team members – working together to achieve financial success.
Our Market Insight Reports are generated quarterly and are available to download or view online.
A Higher Standard of Service as Your Fiduciary Agent
Centier Financial Partners has a fiduciary obligation to act in your best interest. This includes all aspects of our relationship, from decisions involving disbursements, treatment of beneficiaries, investment choices, and a myriad of other financial and administrative decisions. As a fiduciary we have the experience and integrity to exceed your service standards and deliver results that align with your intentions. We uphold these standards as a team to help grow and protect your wealth for your financial future.
Our value-based service culture underscores an ethical obligation to our clients.
Investment and insurance products are:
• Not FDIC insured
• Not insured by any federal government agency
• Not a deposit or other obligation of, or guaranteed by, Centier Bank
• Subject to investment risks, including possible loss of the principal amount invested