City Centre Consultancy LLC

City Centre Consultancy LLC Provides Financial and Planning Services My company is built on a solid foundation of excellent client service and in-depth financial knowledge and analysis.

A person's financial needs, their financial goals, and lifestyle is based on the principle that one's current education and understanding of one’s current financial situation is vital to successfully make prudent decisions. I welcome any type of client providing an analysis of a variety of financial and lifestyle goals; including a number of strategies to meet many circumstances. Dana Morton is a

registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. www.finra.org and www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?
07/17/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Never get stuck with the check again after watching this.
07/15/2026

Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

Three steps may make a difference if you find yourself suddenly single.
07/13/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
07/10/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
07/08/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
07/06/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
07/03/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
07/01/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
06/29/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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354 City Center Drive
Rohnert Park, CA
94928

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