Centerpoint Financial Group
13321 California Street Suite 320
Omaha, NE (Nebraska) 68154-5258
Omaha, NE (Nebraska) 68154-5258
Business Details
Nate Legrand (President)
(402) 593-8600 (Fax)
Products: | Closed End Mutual Funds, Defined Benefit, Defined Contribution, Government Securities, Growth Funds, Income Funds, Index Funds, Iras, Keogh Plans, Money Markets, 403 B, Bonds, Cds, Certificate Of Deposit, Equities, Fixed Income Securities, Individual Retirement Account, Treasuries |
Services: | Asset Allocation, Asset Management, Banking, Beneficiaries, Brokerage Services, Cash Management, Charitable Giving, Charitable Trusts, College Funding, Consultations, Diversification, Divorce Planning, Asset Protection, Cash Flow Management, College Planning, College Saving, E-Services, Inheritance Planning, Internet Services, Money Management, Personal Services, Portfolio Planning, Trust Management |
Professionals on Staff: | Analysts |
Certifications: | Certified Financial Planner, Chartered Asset Manager, Registered Investment Advisor |
Sales Volume: | 2M - 5M |
Employee Size Range: | 5-9 |
Fortune 500: | No |
Additional Categories
Centerpoint Financial Group is also listed under the following categories:
Standard Yellow Pages Heading (SYPH) Categories:
- Financial Planning Consultants & Services
- Portfolio Management > Financial Planning & Services
- Investment Advice > Financial Planning & Services
Related Categories in Omaha, NE
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