Centric Advisors is an independent, full-service financial advisory and planning company located in City Of Industry, CA. With a strong focus on mid-term to long-term financial risk management and tax-advantageous retirement investment plans, they offer a comprehensive range of financial services for individuals and business entities. Their commitment to attentive facts finding, customer-centric needs analysis, and diligent ongoing monitoring ensures the building of life-long financial security for their clients.
As an independent financial advisor, Jerry Bien, the Investment Advisor Representative of Packerland Brokerage Services, Inc., provides securities and advisory services through Packerland Brokerage Services, Inc., an unaffiliated entity. With a dedication to objective evaluation and feasibility testing of potential strategies, Centric Advisors offers a holistic approach to financial planning, making every client feel like a valued partner and extended family member.
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