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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.
Loans
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A financial partner you can count on
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Exclusive Member discounts, just for you!
We love our Members, which is why we’re bringing you special discounts […]
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Your financial checklist for the new year
As we enter into the new year, you’re probably thinking of some […]
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Take control of your financial health
Digital banking lets you track your financial health in the same place […]
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Easily manage your Centra cards in one place!
With card management built right into digital banking, you can manage your […]
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Have you tried out these top digital banking features?
You deserve digital banking that makes your life easier. Well, Centra’s digital […]
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Simplify your transfers and payments with digital banking
Transfers Need to make a transfer? Digital banking makes it easy! With […]
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Six easy ways to build your emergency savings
When it comes to money management, sometimes the hardest part is building […]
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Banking that works with your schedule
You’ve got a busy life. You don’t have time to drive all […]
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Five ways digital banking makes life easier
It’s not always easy to fit banking into your busy day, but […]
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Manage all your accounts in digital banking!
With digital banking, you can access your non-Centra accounts so you can […]
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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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The importance of financial wellness
For the month of August, Centra is celebrating the importance of financial […]
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How does inflation affect me?
You’ve probably noticed that everyday costs are considerably more expensive than they […]
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20 tips to help you navigate your twenties
When you were a child, chances are you wished you were a […]
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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!
We’ve reimagined digital banking with a cleaner design and a simpler navigation […]
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
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.