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Details

"A True Independent" Broker/Dealer and Registered Investment Advisor

General Info

Established in 1992, Centaurus Financial is a national independent broker and dealer licensed to offer securities and insurance products throughout the United States. The company is registered with the Securities and Exchange Commission, and is a member of the National Association of Securities Dealers and the Securities Investor Protection Corporation. It offers individual retirement accounts, and 529 plans that offer tax-deferred growth and tax-free withdrawals. The company also provides various qualified retirement plans and services that include plan documentation and design, investment record keeping and reporting, multiple investment options, and enrollment programs to help boost participation. It additionally provides mutual funds, advisory services, annuities, variable life insurance, and various stocks and bonds. Centaurus Financial is headquartered in Anaheim, Calif.

HoursCLOSED NOW
Regular Hours:
Mon - Fri
Sat - SunClosed

Contact Info

Phones:

Main - 800-880-4234

Fax Number - 714-456-1799

Extra - 714-456-1790

Address:
2300 E Katella Ave Ste 200 Anaheim, CA 92806
Email:

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Categories
Financial Planners, Investment Advisory Service, Investment Securities, Retirement Planning Services, Stock & Bond Brokers
Services / Products
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Location
City Tower
Neighborhood
Platinum Triangle
Amenities
Financial Planning, Investment Planner, Insurance Planner, Retirement Planner, Wealth Management
Data provided by one or more of the following: Thryv, Data Axle, Yext.