WHY CHOOSE US?
Qualities That Set Us Apart
INDEPENDENT • SELF-EMPLOYED • MULTIDISCIPLINARY • HOLISTIC
Objectivity
The Centerpoint Group is independently owned. It maintains access to a comprehensive range of investment and insurance vehicles from a wide cross-section of leading industry providers, allowing multiple evaluations and comparisons before recommendations are made.
Standards
Members of The Centerpoint Group are committed to serving clients in conformity with the Profession Pledge of alumni of The American College of Financial Services: "In all my professional relationships, I pledge myself to the following rule of ethical conduct: I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself."
Client-Centered
The Centerpoint Group's services include strategic planning for families, individuals and business, investment portfolio management, securities, and insurance to achieve coordinated, cohesive results which meet or exceed client objectives.
Professional Partnering
The Centerpoint Group works closely with your other trusted advisors to provide critical coordination for integrating your personal and corporate planning arrangements as you direct.
Confidentiality
The Centerpoint Group is committed to complete client confidentiality. We do not disclose client names. Likewise, we never disclose any planning, personal or financial information without clear client authorization to do so. Our reputation is built upon the trust and confidence of our clients.
Strategic Alliance
The Centerpoint Group is a Member Office of the ValMark Companies,
a national independent consortium of firms specializing in equity, investment advisory and risk management services and products. ValMark serves as an independent insurance buying cooperative
for Member Offices with an estimated $40 billion of in-force life insurance and $12 billion of assets under management with a select group of leading life insurance and investment companies. Read
more about ValMark.
The Centerpoint Group is an independent financial firm providing comprehensive solutions for clients and their advisors in three areas: asset management, financial planning and financial risk transfer via insurance. It includes CenterPoint Advantage, LLC, a registered investment advisor and Pickett, Bradford & Associates, P.A. Securities offered through ValMark Securities, Inc., member FINRA/SIPC. The Centerpoint Group and ValMark Securities, Inc. are separate entities.
The Centerpoint Group
12 River Bend Place, Suite 101
P.O. Box 321452
Flowood, MS 39232
Phone: 601-969-3456
Fax: 601-969-3517
Email us to request more information about
The Centerpoint Group.
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