Experience and Expertise

Tax Services

Centier’s Wealth Management Department offers tax services in combination with your investments, retirement planning, and estate planning.  As part of your total financial plan, we have two (2) CPA’s in our department with a combined expertise of more than 62 years who are proficient in preparing both individual and fiduciary tax returns. Both CPA’s can assist you with planning for and considering the tax aspects of your needs, whether they be part of retirement planning, investment planning, or estate planning, as well as personal tax preparation services. 

Contact Us

Email - wealthmanagement@centier.com
Call - (219) 755-6110

 

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