Centerpoint Wealth Strategies

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Centerpoint Wealth Strategies We provide comprehensive financial services with an emphasis on the client relationship. Our role is Our approach is more comprehensive.

In our experience, most people have a number of professional advisors and make micro decisions that may not maximize their potential. By coordinating all of these advisors, we can work together to reduce inefficiencies in the clients’ worlds and instill confidence in each decision they choose. For most of you, we will be the Financial Strategist or “Personal CFO” at the center of your other advisors. For others, we will be a part of your advisory team. Keith Taylor is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Centerpoint Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. CA Insurance License # 0G13915
This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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Address

Charlotte, NC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 5pm
Saturday 9am - 10pm
Sunday 7am - 10pm

Telephone

+19802357819

Website

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