A Privately Held Wealth Management Practice
Established in 1985, Center for Financial Planning, Inc. is recognized as one of the leading Financial Planning and Investment Management practices in the Midwest. Visit http://www.centerfinplan.com/awards-recognition/ to see details of our awards and recognitions.
The Center provides highly personalized wealth management services concentrated in Comprehensive Financial Planning and Investment Management.
We emphasize personalized client relationships using an experienced team of financial planners and tailored services, complemented by a highly trained and experienced support team. Collectively our team of professionals manages over $880 million in personal client assets as of June 9, 2014.
The Center for Financial Planning, Inc. is an independent registered investment advisor.
Important Disclosure Information:
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
http://raymondjames.com/smicd.htm
Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
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