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Investment Services
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Work With Someone You Can Count On

Few things are as rewarding as knowing that you’ve planned for your family’s financial future. It isn’t just the benefit of feeling comfortable with your own finances but knowing that you’ve taken responsible steps that can benefit your kids and their kids. This is why it’s important to work with someone you can count on. Centra Financial Services’ goal isn’t for you to thank us. It’s for your future generations to thank you.

Our advisors can help you make responsible decisions for you and your family. We offer friendly local service and are here to answer any questions you have about retirement planning, mutual funds, 529 college savings, and other tools to help you pursue your goals. For more information, click the button below or give us a call at 812-314-0340.

Meet with an Advisor

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Retirement Check-Up

Start your free Retirement Check-Up today! Fill out a brief online form to begin the process. This no-cost review is a great way to prepare for the future.

How to Start Planning

Set an appointment with one of our advisors. This is a no-obligation discussion to walk through your financial needs and options.

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Insurance Check-Up

Complete a simple online form, and we’ll look at how much coverage you currently have and try to find ways to help save you money.

Invest, Preserve, and Manage

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Other Tools and Resources

Increase Your Investment Knowledge

Browse our upcoming virtual seminars covering a wide range of investment and retirement related topics.

Upcoming virtual seminars

Get Started with Centra Financial Services Today!

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Centra Credit Union and Centra Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Centra Financial Services, and may also be employees of Centra Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Centra Credit Union or Centra Financial Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Obligations

May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.