Centaurus

 

 

Getting Started

Below you will find some useful documents that you should bring with you when you first meet with a Centaurus Financial registered representative:

Retirement asset statements: current statements for all of your retirement plans, including individual retirement plans, pensions, 401(k), 403(b), and profit-sharing plans.

Banking and brokerage statements: checking, savings, money market, education savings accounts, and brokerage accounts.

Debt Statements: for your mortgage or home equity loans, credit cards, auto loans, student loans, etc.

Other financial documents: life insurance, annuities, trust documents, or other financial and personal assets.

 

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(800) 880-4234      contactus@cfiemail.com