Service above all is more than just our motto. It is how we conduct our business with our clients and with our team. Since 1968, Centra Financial Group has been a trusted partner to individuals, businesses and families in the Rochester and Finger Lakes area. Our associates are well-rounded, knowledgeable professionals who can help clients realize and discover their goals and put in place the plan to achieve them.
Service Above All is more than a motto. For our advisers, it is a way of life.
We manage family wealth for generations by first educating our clients and then allowing them to decide on how to increase the efficient and effective use of their money.
Let’s face it...planning for the future can be a daunting process. Our primary interest is to partner with you and help you meet your financial goals and plan for life's expected and unexpected events.
Our advisers are dedicated to continuing education in order to assist their clients in managing family wealth for generations. Our advisers specialize in various areas of planning and will work collaboratively to provide the technical expertise necessary when more complex issues arise.
The various designations and credentials held by our Advisers include:
We know that no two individuals or businesses share the same goals or approach to achieving those goals. We take the time to understand where you and your business are today, and where you desire to be tomorrow.
BY FOLLOWING OUR 5 STEP PROCESS, WE WILL HELP YOU:
The extensive resources available to us through our home office and affiliated companies allows us to match nearly any need or concern you may have with an appropriate product, service, or program.
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."