Company Information

Get to know Centra Financial Group

Founded in 2012 by Don G. Haas and Michael A. Fetzner, Centra Financial Group is a financial planning firm based in Pittsford, New York. The company operates on the principle that financial planning is a process, not a product, and aims to build long-term client relationships based on trust and integrity. They provide comprehensive financial services including wealth management, retirement planning, investment management, and insurance solutions. The firm's advisors are affiliated with LPL Financial, a registered investment advisor and broker-dealer.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

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Centra Financial Group

United States

Founded in

1968 (58 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.