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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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
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.
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
Other Tools and Resources
Increase Your Investment Knowledge
Browse our upcoming virtual seminars covering a wide range of investment and retirement related topics.
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How U.S. Savings Bonds Work
How to keep track of your savings bonds’ maturity dates. Did you […]
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Summer of savings: comparing credit cards
Are you someone who still carries cash, or is your wallet now […]
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Planning for your first house
Living on your own is pretty expensive! Especially today with the everchanging […]
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Your new digital banking is coming!
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Youth sports don’t have to drain your wallet!
Youth sports can sometimes lead to a scholarship for college, and other […]
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Is your contact info up-to-date?
Having access to your money is essential and keeping your contact information up-to-date helps make that possible. Here are a few reasons why you should check your contact information at Centra!
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Teach your kids how you comparison shop
Learning how to shop around, or comparison shop, is a useful skill […]
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Reporting your rent to credit bureaus
Building credit when you’re just starting out can feel like a challenge. […]
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3 ways to introduce your kids to saving!
April is Youth Savings Month, and this year’s theme is Save Small, […]
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Five tips for raising money savvy kids
Everyone wants financial success for their children. That’s why we’re giving you […]
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One of the challenges of adulting is building and maintaining good credit. […]
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Five ways you can simplify your finances
With the chaos of daily life, it can be overwhelming to keep […]
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Get the most out of banking with Centra
Banking with Centra means something, and what’s more meaningful than cash? When […]
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A genius way to celebrate Valentine’s Day!
Consumers are expected to spend a total of $23.9 billion on Valentine’s […]
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Beware of Scams
You can take steps to protect your personal information and beware of […]
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Ways you could use your tax refund
It’s always nice to finish up your taxes and learn you’re getting […]
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The Difference Between Multi-Level Marketing Businesses and Pyramid Schemes
Are you looking for a work-from-home option or just another income stream? […]
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Save when filing your taxes this year with Love My Credit Union!
Save on TurboTax® and H&R Block® This Tax Season Get the tax […]
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The convenience of Mobile Deposit
When it comes to you and your money, having quick and easy […]
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Will I get a 1098 or 1099-INT?
Tax season is not too far away, and we want to give […]
Learn MoreSecurities 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
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.