Personal Banking / Tax Services
Experience and Expertise
With Centier Financial Partners, our tax professionals can assist you in the areas of Estate, Gift, Trust and Individual tax planning. Our obligation to you is to understand your goals and specific financial circumstance and then work with you to help you achieve them while minimizing the tax consequences. We are current on the myriad of changes to the tax code and work closely with our clients to insure we bring any suggestions pertinent to their tax situation.
Tax Return Preparation
We have CPAs on staff with extensive knowledge in the areas of fiduciary and individual taxation. They are available for in depth planning and tax preparation in these areas of expertise. This extends to preparation of Trust Income Tax Returns, Estate and Gift Tax Returns and Individual Income Tax Returns.
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