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City Center Financial is an investor.com Trusted Advisory Firm

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Fiduciary Advisors at City Center Financial

At City Center Financial, we have always operated under the Fiduciary Duty rule as outlined in the Investment Advisers act of 1940. Our commitment to operating as Fiduciary Advisors is codified in our Policies & Procedures Manual of which all advisors of City Center are held to.

Certifications our Advisors Have

Accredited Portfolio Management Advisor™

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City Center Financial Advisers
with the APMA® Certification

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Kyle McCauley | Joel Hardin

Taylor Cox | Christopher Brent

Learn More about the APMA® Certification at College for Financial Planning Website

Chartered Retirement Planning Counselor™

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City Center Financial Advisers
with the CRPC® Certification

Kyle McCauley | Christopher Brent

Danielle Serlin | Taylor Cox

Taylor Turner | Tony Pogasic

Learn More about the CRPC® Certification at College for Financial Planning Website

Registered Financial Consultant™

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City Center Financial Advisers
with the RFC® Certification

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David Hardin | Frank Endris

Learn More about the RFC® Certification on FINRA's Website

National Social Security Advisor™

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City Center Financial Advisers
with the NSSA® Certification

Kyle McCauley

Joel Hardin

David Hardin

Frank Endris

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Chris Brent

Danielle Serlin

Taylor Cox

Taylor Turner

Tony Pogasic

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Learn More about the NSSA® Certification on NSSA's Website

Headquarters:

888 W Big Beaver Rd. Suite 1220, Troy, MI 48084

Phone: (248) 275-1930 | (888) 267-1321 | clientservices@citycenterfinancial.com

N-PX Filing

Advisory services offered through City Center Advisors, LLC an SEC Registered Investment Advisor.  Registration does not imply a certain level of skill or training.  Insurance products offered through City Center Financial, LLC. City Center Advisors, LLC and City Center Financial, LLC are affiliated entities.

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All content is for information purposes only.  It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.  Individuals should consult with their own tax, legal and investment professionals.  Opinions expressed herein are solely those of the editorial staff.  The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness.

 

No information contained herein should be construed or interpreted as a solicitation to sell or offer to sell advisory services to residents of any state or jurisdiction in which City Center Advisors, LLC is not notice filed or where otherwise legally permitted.

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