Best Financial Advisor

2013-05-19T00:00:00Z Best Financial Advisor nwitimes.com
May 19, 2013 12:00 am

Centier

Centier.com

With 45 branches around Northwest Indiana and more opening each year, it is easy to see what Centier was chosen as the Best Financial Advisor in the region.

The bank has six financial brokers and advisors, all of whom have more than a decade of experience and are available to meet with clients in any branch office, says Kathy Bradshaw, vice president program manager for Centier.

“We want to meet the client where it’s convenient for them,” she says.

She says Centier has a culture of values that helps customers figure out what their needs and priorities are and then tailor an investment strategy that’s specific to them.

“We spend time getting to know our clients so we can help them fulfill their goals,” she says.

SECOND PLACE:

Oak Partners

oakpartners.com

THIRD PLACE:

Wells Fargo Financial

wellsfargo.com

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