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Service Above All

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.

 Managing Challenges Together: Click here for a message from our agency

 

Policyholder Flexibility Notice



Recent amendments to insurance and banking regulations extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a result of the novel coronavirus (“COVID-19”) pandemic.

These grace periods and rights are currently in effect but are temporary, though they may be extended further. For more information, please visit the Penn Mutual site for COVID-19 news and updates for policyholders.and  https://www.dfs.ny.gov/consumers/coronavirus.

Please contact us with any questions. We are here to help.

Our Mission

Service Above All is more than a motto.  For our advisers, it is a way of life.

Our Philosophy

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.

Planning Process

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.

Experienced Professionals 

Experienced Professionals 

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:

  • CLU: Chartered Life Underwriter
  • ChFC: Chartered Financial Consultant
  • CFP: Certified Financial Planner
  • LUTCF: Life Underwriting Training Council Fellow
  • RICP: Retirement Income Certified Professional
  • MBA: Master of Business Administration


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Personalized Experience 

Personalized Experience 

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:

  1. Identify your current situation and your future financial objectives.
  2. Understand the options and alternatives available to you.
  3. Develop, implement, and monitor a program that will help you achieve those objectives through innovative investment and tax strategies.

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. 

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