Centerpoint Advisory Services

Centerpoint Advisory Services Embracing the dynamics of wealth management. Centerpoint Advisory Services, Inc. Each day we see investment opportunities changing.

was founded in 1992 with a philosophy of delivering disciplined investment management and an outstanding client experience. We have helped our clients pursue success by coordinating their most important financial affairs. What doesn’t change is our clients’ need for a dedicated team committed to superior levels of personal attention that positively affect their families’ well-being. As our company

has grown, so has our commitment to our clients’ needs and ambitions. Today, our core beliefs remain resolute as we deliver a comprehensive wealth management experience. Explore our site and take a few minutes to be introspective. Reevaluate your financial goals and examine how they have changed over the past few years. Utilize our resources to become a more informed investor and pursue an enhanced quality of life. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org and www.sipc.org. Investment advice offered through Personal Financial Group, a registered investment advisor. Personal Financial Group and Centerpoint Advisory Services are separate entities from LPL Financial. For a list of states in which we are registered to do business, please visit: www.centerpointadvisory.com

07/23/2024

Hello, everyone! Please follow the new Centerpoint Advisory Group page to receive the most recent updates and information on the firm.

The Centerpoint Advisory Services page will no longer be active and will be deleted soon. Thank you!

02/16/2022

The IRS announced that the starting date for when it would accept and process 2021 tax-year returns was Monday, January 24, 2022.

02/15/2022

Here's an overview of the Infrastructure Investment and Jobs Act passed in November 2021.

02/14/2022

COVID-19 and longer-term demographic trends are behind this highly unusual job market.

01/27/2022

In December 2021, the Federal Reserve made a significant shift in monetary policy.

01/26/2022

Medicare costs are going up in 2022.

01/18/2022

Find out more...

12/15/2021

Retirement savers have some reasons to celebrate the new year.

10/21/2021

The back-door Roth IRA may soon be a part of financial history.

A look at last week's and an eye on the week ahead.
05/11/2021

A look at last week's and an eye on the week ahead.

The Markets (as of market close May 7, 2021) Stocks opened generally higher last Monday, with only the Nasdaq (-0.5%) losing ground. The Dow closed up 0.7%, followed by the Global Dow (0.6%), the Russell 2000 (0.5%), and the S&P 500 (0.3%). Losses in consumer discretionary, communication services, r...

05/11/2021

Learn more about inflationary pressures on the U.S. economy.

Address

7450 W 130th Street
Overland Park, KS
66213

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Centerpoint Advisory Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Centerpoint Advisory Services:

Shortcuts

Share

Category