Centura Advisors

It's time to plan your future!

General Information
Company Name
Centura Advisors
Founded Year
2001
Location (Offices)
+1
Founders / Decision Makers
Number of Employees
8
Industries
Financial Services, Banking, Wealth Management
Funding Stage
-
Social Media

Centura Advisors - Company Profile

Centura Advisors is a financial services startup established in 2001 with a focus on providing comprehensive and personalized financial solutions. The company positions itself as a departure from the traditional, impersonal approach prevalent in the financial industry. Their expertise spans various domains including tax planning, investment management, and corporate retirement planning, addressing the unique financial needs of successful individuals, business owners, executives, and dental professionals. The startup aims to streamline financial services by offering all-encompassing solutions under one roof. It emphasizes building strong client relationships and fostering an environment to attract and retain valuable employees for its clients. Centura Advisors also collaborates with Kestra Investment Services, LLC (Kestra IS) and Kestra Advisory Services, LLC (Kestra AS) to expand its service portfolio. Regarding industries, Centura Advisors operates in the financial services, banking, and wealth management sectors. Unfortunately, specific details about the headquarters, last investment, and last investment investors are not currently available. In conclusion, Centura Advisors is striving to offer a holistic approach to financial management, catering to the needs of a diverse clientele. Their partnerships with Kestra IS and Kestra AS potentially position them well for growth and expansion within the financial services industry.

Taxonomy: Wealth Management, Investment Planning, Retirement Planning, Tax Planning, Corporate Retirement, Business Owner Services, Financial Advisors, Diverse Expertise, Client Relationships, Financial Advisory, Comprehensive Services

Funding Rounds & Investors of Centura Advisors (0)

View All

There is no investment information

Latest News of Centura Advisors

View All

No recent news or press coverage available for Centura Advisors.

Similar Companies to Centura Advisors

View All
Gate City Advisors - Similar company to Centura Advisors
Gate City Advisors Helping you get TO and THROUGH your retirement with holistic financial planning.
FSM Wealth - Similar company to Centura Advisors
FSM Wealth Trusted Advice from Trusted Advisors
US Financial Services, LLC - Similar company to Centura Advisors
US Financial Services, LLC Live Life Today. Be Confident About Tomorrow.
Antolino & Associates - Similar company to Centura Advisors
Antolino & Associates A happy, fun, goal-oriented team with a purpose of caring for a few great people.
Mundi Financial - Similar company to Centura Advisors
Mundi Financial We take the guesswork out of financial planning and approach your goals from a tactical, strategic perspective.