CenterPoint Financial Group Celebrates 20 Years and Expansion
CenterPoint Financial Group (yourcenterpoint.com) is currently celebrating 20 years in addition to team growth and office expansion. Nate LeGrand, CFP®, president and CEO, is a second-generation financial planner who started in the business in 1995 before co-founding CenterPoint in 2000. Within the last couple of years, CenterPoint has grown from one CERTIFIED FINANCIAL PLANNER™ professional to four, including the addition of Doug Riggert, CFP®, RICP® who partnered with Nate in 2016. As a result, and to better serve their clientele, CenterPoint moved into a larger workspace in Omaha at 9850 Nicholas St., STE 350 with an additional office location in Nebraska City.
CenterPoint Financial Group is a financial planning practice servicing clients in the greater Omaha and Nebraska City area. All practicing financial advisors are CERTIFIED FINANCIAL PLANNER™ professionals with a wide variety of specialties, including retirement planning, social security analysis, estate planning, tax mitigation, insurance analysis, and more. For more information, go online to yourcenterpoint.com. Further questions can be directed to Brady Kirkpatrick at (402) 597-9229 / email@example.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. CenterPoint Financial Group is not a registered broker dealer and is independent of Raymond James Financial Services.