by newcente | Jun 20, 2019 | Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New
June 20, 2019. By Ashley Agnew. As our work increasingly involves engaging with the next generation as they prepare for, enter, experience, and exit college, we have conducted extensive research into ways to help these young adults build sound financial habits. Our...
by newcente | May 21, 2019 | Blog, Firm Events, Uncategorized, What's New
May 21, 2019 by Ashley Agnew: With tax season behind us and Spring upon us, the urge to tidy up is ever present. To assist in the process, we recently hosted a Secure Shred day on May 10th at the Centerpoint office. At the event, clients were able to properly dispose...
by newcente | May 15, 2019 | Blog, Financial Planning, Firm Events, In The News, Uncategorized, What's New
May 15, 2019. By Ashley Agnew: We are pleased to announce that Olga Okaty CFP ®, has been elevated to the rank of Principal at Centerpoint Advisors. An experienced member of the team, Olga has been instrumental in building out the financial planning division of the...
by newcente | Apr 4, 2019 | Blog, Business Planning, Financial Planning, Firm Events, In The News, Uncategorized, What's New
April 4, 2019. By Jennifer Wolfsberg: In the past five years, Centerpoint has become increasingly involved with helping clients through the processes involved with business sales and like transactions. In our relationships with these entrepreneurial spirited clients,...
by newcente | Mar 14, 2019 | Blog, Family Focus, Firm Events, Uncategorized, What's New
March 14, 2019. By Ashley Agnew: With Spring just around the corner (or at least it seems to be with my begging for its appearance), spring cleaning has begun at the Agnew household. In our home this includes the all-to-familiar task of emptying out the closets and...
by newcente | Feb 8, 2019 | Blog, Firm Events, Uncategorized, What's New
February 6, 2019. By Anthony Norris: To start off 2019’s year of giving, I elected to volunteer as a judge at Bryant University’s IDEA (Innovation and Design Experience for All) competition at the recommendation of my colleague and Bryant Alumna, Ashley Agnew. The...
