Centric Bank > Investments and Wealth Management



	Online Banking & Bill Pay Review your accounts, make bill payments, download your statments and more for free! Log In ▪ Sign Up
	24-Hour Telephone Banking Check account balances, transfer funds, and more: available 24-hours a day! More Info
	Deposit and Loan Specials Make your money work better with our current special offers. More Info
	Investments and Wealth Management We offer free consultations with a fully-licensed financial advisor! More Info
	Lifelock Identity Protection Keep your personal information safe and secure with Lifelock! More Info
	Make the Smart Switch! Become a new Centric Bank customer in four easy steps. Download Switch Form

A fully licensed financial advisor is available for free consultations at your local Centric Bank branch! If you are looking to review your investment portfolio or are just starting to plan for your financial future, our financial advisors can help with nearly any topic:

Retirement Planning
Stocks, Bonds, and Mutual Funds
Investment Strategies and Advice
401(k), 403(b), and Pension Plans
Personal and Business Investments

Employee Benefits
Estate Planning
Annuities
Advisory Services
College Savings Plans

As a service available to Centric Bank customers, you may set an appointment with our advisor at your convenience by contacting your local branch.

*Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Financial Planning Services through The Conte Browne Group, LLC, a Registered Investment Advisor. Cambridge and The Conte Browne Group, LLC are not affiliated.

The products offered (1) are not FDIC insured, (2) are not deposits or other obligation of the bank or guaranteed by the bank, and (3) involve investment risks, including possible loss of principal amount invested.