Taxes can impact how you achieve your financial goals and play an important role in your financial health. With the tax landscape changing frequently as rates, limits and thresholds adjust, wealth advisors at Centennial Financial Services and Happy Investment Services, a financial advisory practice of Ameriprise Financial Services, LLC, can meet with you to discuss how taxes impact your financial situation.
As a valued customer of Centennial Bank and Happy State Bank, you can schedule a no-obligation, complimentary initial consultation with a wealth advisor at a convenient branch location or virtually to discuss your personal situation and tax investment strategies that may help you manage tax implications.
Centennial Financial Services and Happy Investment Services is committed to helping you feel confident and in control of your financial life.
We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.
Centennial Financial Services and Happy Investment Services is a financial advisory practice of Ameriprise Financial Services, LLC.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Centennial Bank, Happy State Bank and Ameriprise Financial are not affiliated..
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.