Centurion Wealth Management - Ameriprise Financial Services, LLC - Cheshire, Connecticut

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Centurion Wealth Management: A Detailed Overview

Centurion Wealth Management – Ameriprise Financial Services, LLC is a dedicated financial planning and investment service firm operating under the reputable umbrella of Ameriprise Financial Services, LLC. Located at 1781 Highland Ave # 207, Cheshire, CT 06410, and reachable by phone at 203-823-9114, Centurion Wealth Management offers personalized financial solutions to individuals and families seeking to achieve their long-term goals. Their website, ameripriseadvisors.com, provides further details about their services and team.

Key Features and Services

Centurion Wealth Management distinguishes itself through a commitment to client-centric service. They specialize in helping clients navigate the complexities of retirement planning, investment management, and overall financial well-being. The firm leverages the resources and expertise of Ameriprise Financial Services, ensuring clients have access to a wide range of investment options and financial tools. Notably, they offer both online appointments and onsite services, catering to diverse client preferences. Accessibility is a priority, evidenced by the availability of wheelchair accessible parking lot, wheelchair accessible restroom, and wheelchair accessible seating within their office. A restroom is also readily available.

Points of Interest & Client Experience

Clients consistently report a positive experience with Centurion Wealth Management. The team is known for providing a highly personalized touch, fostering trust and open communication. Appointments are recommended to ensure sufficient time for a thorough assessment of individual financial circumstances and goals. The firm’s dedication to client success is further reflected in their commitment to accessibility, making their services available to a broader range of individuals.

Client Feedback & Reputation

Centurion Wealth Management boasts an impressive average rating of 5/5 on Google My Business, reflecting a strong client satisfaction rate. The company has 12 reviews on Google My Business, which speak to the team's dedication to clear communication and proactive support. Many clients highlight the positive impact Josh has had on their retirement planning, emphasizing the personalized attention and guidance he provides. The general sentiment suggests a firm that prioritizes building long-term relationships based on trust and mutual understanding.

Recommendation

For individuals and families seeking a knowledgeable and trustworthy financial advisor, Centurion Wealth Management – Ameriprise Financial Services, LLC presents a compelling option. Their commitment to personalized service, combined with the backing of Ameriprise Financial Services, offers clients peace of mind and a solid foundation for achieving their financial aspirations. We highly recommend visiting their website at ameripriseadvisors.com to schedule an initial consultation and explore how Centurion Wealth Management can help you secure your financial future. Don’t hesitate to contact them directly at 203-823-9114.

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👍 Reviews of Centurion Wealth Management - Ameriprise Financial Services, LLC

Lynn D.

5/5

It was good to review our current financial status with Josh. We looked at our future plans and feel confident that we will meet our goals with Josh's help. Thank-you!

Erin M.

5/5

Josh has made retirement work for us. It is a pleasure working with him

Kathleen F.

5/5

Josh has given us the personal touch and has helped us get ready for our retirement!

Glen F.

5/5

Josh and the team at Centurion are amazing to work with. Highly recommend him to anyone seeking a financial advisor.

George D.

5/5

Very informative. Thanks for keeping us on the right path in these trying times.
Thanks,
George & Lynn

Lillian M.

5/5

Thank you, Matt Baum
For the patients you have shown me in dealing with my financial concerns !
I commend you on your service to me with any and all questions that I have asked!
You are a very kind and thoughtful gentleman and look forward In the future on doing business with you!

Frank T.

5/5

Retirment as planned is right around the corner. Thanks to Josh and the team!

Laura L.

5/5

Josh is at his best for guidance on any financial growth issues and questions.