Centennial BANK's Wealth Management advisors provide personalized advice to help you reach your financial goals.
Since 1945 our team has guided our clients with enterptise and professionalism. With almost 60 years of combined experience in investment banking the Centennial BANK Wealth Management team has experienced all types of challenging market atmospheres. Currently there is over $300,000,000 in assets under management at Centennial. Penny and her team are here to help you reach the next summit.
How does the Wealth Management Process work?
Step 1- Getting to know you.
Let's start by outlining your financial goals and feelings about investing.
Step 2- Making a Plan.
Our advisors will build a strategy just for you.
Step 3- Stay on track.
Our team will monitor your investments and offer guidance to optimize its performance.
Safeguard your financial future and schedule an appointment today.
Some products and services offered by Centennial BANK Wealth Management are…
Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not Guaranteed by any Government Agency • Not a Bank Deposit