310 South Main Street, Zelienople, Pennsylvania 16063, United States
Phone: 724-716-1234
Fax: 724-965-1233
what we do
Your Path to Financial Confidence
who we serve
We specialize in helping clients achieve a financially
secure
and
fulfilling
future
At Centauri Advisory Group, we take a personal approach to understanding your financial goals and challenges. We offer customized services for a diverse range of clients:
The Centauri Advantagentage
Guidance you can trust
At Centauri Advisory Group, our strength lies in our commitment to providing sound, personalized financial guidance. We combine deep industry experience with a hands-on approach to ensure that your financial plan is aligned with your life goals. Our transparent, straightforward advice empowers you to make informed decisions, and our dedicated support ensures you’re never navigating your financial journey alone.
OR CALL US AT:
what we do
Here's what we do best
Estate Planning
At Centauri Advisory Group, we help you plan for the future by creating comprehensive estate plans that protect your assets and preserve your legacy for generations to come. With thoughtful strategies and attention to detail, we ensure your wishes are honored, and your loved ones are cared for.
Retirement Planning
We’re here to help you transition smoothly into retirement. Our retirement planning services are designed to give you peace of mind, with strategies that maximize your savings and safeguard your financial future, allowing you to enjoy the next chapter of your life with confidence.
Education Planning
Planning for your children’s or grandchildren’s education is an important step in securing their future. We provide clear guidance on saving for education costs, ensuring you’re prepared to support their goals without compromising your financial security.
Cash Management
Effective cash management is key to maintaining financial stability. We’ll work with you to create a cash flow strategy that meets your immediate needs while ensuring that your financial goals stay on track for the long term.
Business Planning
As a small business owner, your personal and business finances are closely linked. We offer expert guidance to help you manage and grow your business while safeguarding your personal wealth, so you can focus on building a lasting legacy.
Asset Repositioning
In today’s changing markets, sometimes it’s necessary to reassess and adjust your investments. Our asset repositioning services ensure that your portfolio remains aligned with your goals and the current financial landscape, maximizing opportunities while protecting your assets.
© 2024 All Rights Reserved Centauri Advisory Group, Inc. | Privacy Policy | Form ADV