Looking for a rewarding career in the financial industry? ???? Central Investment Advisors is seeking a Client Services Specialist to join our team in Clayton, Missouri! This role is perfect for someone who enjoys building relationships, providing top-tier customer support, and ensuring a seamless client experience. You'll have the opportunity to work in a dynamic, professional environment where your skills in organization, communication, and problem-solving will make a real impact. If you're detail-oriented, passionate about client success, and eager to grow in the financial industry, click the link below to apply today and take the next step in your career with us! ??? https://lnkd.in/g-sBa6vd
Central Investment Advisors
金融服务
Jefferson City，MO 406 位关注者
Serving and advising clients across Missouri, Kansas, Oklahoma and Illinois
关于我们
At Central Investment Advisors, getting to know you and understanding your short and long-term goals is our first priority. Together, we’ll create a customized financial plan to address your current financial state, with your future in mind. Understanding investments can be tough; that’s why you have us. We’ll help you sort through the many options available to create a unique and thriving investment strategy, including a diversified portfolio of investments to optimize potential returns and manage risk. Best of all, if you have questions, we’re here to answer them when you need us. Our advisors live right here in your community and are always willing to talk through the ups and downs of the market. Each advisor has their own background and specialties, but they all have one common goal: to provide you and your family with exceptional customer service and knowledgeable portfolio advice. Member SIPC sipc.org. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Central Bank deposits and are not FDIC insured. These products are not obligations of Central Bank and are not endorsed, recommended or guaranteed by Central Bank or any or government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of all states and the District of Columbia, except DE, ID, ND, RI.
- 网站
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https://www.centralinvestment.net/
Central Investment Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Jefferson City，MO
- 类型
- 私人持股
- 创立
- 1994
地点
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主要
获取路线
510 Jefferson Street
US，MO，Jefferson City，65101
Central Investment Advisors员工
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Chalee Crouch
Financial Advisor at Central Investment Advisors
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Amie Suttenfield, AIF?
Putting the “personal” back in personal finance ?? VP and Financial Advisor, LPL
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Emily Kampeter
Connection Maker I Passionate Financial Educator I Creative Communicator
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Marlene Giebler
Client Service Specialist
动态
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A Roth IRA, or Post-Tax IRA, offers distinct advantages for retirement savings, particularly regarding tax benefits. Contributions to a Roth IRA are made with post-tax dollars, meaning taxes are paid upfront on the money you invest. This allows all earnings and contributions to be withdrawn as tax-free income during retirement, providing a significant tax advantage. To learn more, check out our most recent blog post, written by LPL Financial Advisor Michelle Hutton: https://ow.ly/wKfe50U99CJ
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One of the key advantages of a Traditional IRA is the potential for tax-deferred growth. Since contributions are made before taxes, and earnings are not taxed until withdrawal, your investment can grow more quickly over time. Click here to read our most recent blog post, written by LPL Financial Advisor Michelle Hutton: https://ow.ly/mtyQ50U990Q
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?? Congratulations to Amie Suttenfield on an incredible 25 years with Central Bank! We're grateful to have you as part of our team. Here's to many more years of success together! #MilestoneAnniversary
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As financial advisors, we advocate for early retirement planning due to the many benefits that it has on your financial future. While it's easy to postpone saving for retirement, the benefits of starting early are profound. Click here to read our latest blog post, "The Importance of Saving for Retirement Early", written by Gaven Pinkley, LPL Financial Associate Advisor: https://ow.ly/9zVO50STkqf
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Check out our recent blog post, written by LPL Financial Advisor Nathan Hickman, which discusses dollar-cost averaging and the importance of consistency! Click here to learn more: https://ow.ly/a3X650SMlBN
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Leaving a job can be very stressful. Whether you’re leaving for retirement or simply looking for a new job, there are bound to be challenges and adjustments along the way. One of the most common questions I get as a financial advisor for clients who are leaving their job is “what should I do with my 401(k)?” Click here to read our most recent blog, written by LPL Financial Advisor Joshua Terrell: https://ow.ly/b2p950SqYHa
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Over time, compounding interest can turn small savings into big amounts. Click here to read our latest blog about the importance of starting to save early, written by LPL Financial Advisor Leanne Kampeter: https://lnkd.in/gAdKwzFE
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"As a Financial Advisor, I enjoy books that help me become a better investment advisor over time. While there are dozens of books that come to mind, I have narrowed it down to the following 3 books that every person should read if they are wanting to start building their financial wealth." Click to read our latest blog post, written by LPL Financial Advisors, Joshua Terrell: https://lnkd.in/guDpx5Aw
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Retirement is a dream for many, but for couples with a significant age difference, it can add a layer of complexity. In our latest blog post from LPL Financial Advisor Dean McCullar, CFP?, take a look at the pros and cons of retiring when one spouse is younger: https://lnkd.in/gG_2-B3W
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