Investor Resources

Navigating the financial landscape can be overwhelming. Our financial advisors are here to help guide you on your financial journey. In addition, we have compiled a few resources below that you may find helpful as you get started on your path to financial independence.

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Getting Started

If you’re an investor who would like to meet with a Centaurus registered representative in your area and discuss your current financial situation, we’ll gladly put you in contact with them. Simply fill out the Contact Us form on the right and tell us a little bit about yourself and the services and information you are looking for.

Below are some useful documents that you should bring with you when you first meet with a Centaurus 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: 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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