Client Centric Financial Advisors
Client Centric Financial Advisors offers personalized, plan-based financial advisory services with a focus on fiduciary responsibility and collaboration with Stratos Wealth Partners.
About
Client Centric Financial Advisors, founded by Kelli Gargasz, is an independent financial advisory firm partnered with Stratos Wealth Partners. The firm provides personalized, plan-based financial advisory services with a focus on fiduciary responsibility, collaboration with LPL Financial, and tailored financial action plans for clients seeking a collaborative approach to wealth management.
Services
Guided Wealth Portfolios
Invest for your future with an online platform combining personal financial advisor benefits with sophisticated technology.
Fiduciary Focus
Advisory services emphasizing fiduciary duty and collaboration with LPL Financial for retirement plan guidance.
