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Centara Capital Securities, Inc.




Centara Capital Securities, Inc is a member of NASD, the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Centara Capital Management Group supports you with a team of professionals, separate business entities all working together under the same roof to protect your financial interests for the long term. Each enterprise offers its services individually, or in tandem with other services.  

Their primary goal is to establish long term relationships with their clients. They pursue this goal guided by the structure of the following company values Focus on the Clients' needs, Operate with integrity and honesty, Maintain respect for the individual, Educate their clients and their families, Foster the entrepreneurial spirit and teamwork,  Practice quality and excellence, Nurture a safe, Educate themselves about seniors' financial concerns, caring, challenging and equitable workplace.

Centara Legal Group attorneys provide personalized, comprehensive estate planning services that are simple, flexible and effective.  These services include Basic estate planning, advanced estate tax planning, Capital gain tax planning, Probate services and Medical planning.

Both tax preparation and tax planning are services provided by Centara professionals who hold the designation of CPA or Enrolled Agent with the IRS.  They will review your past tax returns and help develop strategies that may minimize your taxable income to ensure that you do not overpay taxes. Through their integrated process of coordination between departments, they offer Estate Planning Services and help ensure that your estate is structured properly and passing on your assets in a tax efficient manner.

The goal of Centara's Consulting, Small Business and Tax Division is to assist in building your wealth.  Whether it's suggesting tax-wise ways to acquire trade or sell real estate, make tax-favored investment decisions, set-up a custom designed pension plan, or analyze your employer's pension and flexible spending plans, Centara's CPAs may assist you in making informed decisions.  They provide full tax return services Income Tax Returns, Estate Tax Returns, Gift Returns, Fiduciary Returns, Partnership Returns, LLCs, S-Corporation, and C-Corporation Returns.

The client satisfaction is the most appropriate measure of their success, and they pride themselves on their high level of communication and service.

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