CLIENT CENTRIC FINANCIAL ADVISORS

My name is Kelli Gargasz and as an independent Financial Advisor, I founded Client Centric Financial Advisors, LLC specifically to service those individuals represented in these statistics. Here at Client Centric Financial Advisors, we provide our clients with a personalized, one-on-one wealth management experience utilizing a plan-based, consultative approach... Plan, Advice, Divorce, Widow, Transfer Assets, Retirement, Tools, Woman, Guidance Adviser, Relationship, Goal Planning, Life Transitions, Life-Changes Support and Advice, Active Listening; Listens, Active Investment Management; One-on-One Planning; Easy to Understand / Implement

Also known as: Client Centric Financial Advisors, LLC

Primary location: Lewis Center United States