Overview

Centra Financial Group

Information by Research Trustfinance

https://www.centrafinancialgroup.com/

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.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Insurance
  • Other Service

HQ Location