Advisor at Centaurus Financial, Inc.
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Firm
Centaurus Financial, Inc.
Location
Womelsdorf, PA 19567
Credentials
Series 63, Series 65
Industry experience
23 years
George Saltzman is a financial advisor at Centaurus Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2019, following prior roles at ProEquities, Inc. and NEXT Financial Group, Inc. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to a broad client base including individuals, families, small businesses, corporations, and retirement plans. The firm offers financial planning, asset management, access to third-party money managers, and specialized programs such as unified managed accounts and retirement-plan advisory.
Based on Centaurus Financial, Inc.
Based on Centaurus Financial, Inc.
$0+: up to 2.25% annually (maximum advisory fee) $25,000+: up to 1.50% annually for Advisory Annuity and Variable Life Management programs $25,000+: 1.35% annually for Adviser-Directed program
Commission may be received on sales of annuities, variable life policies, and alternative investments purchased through affiliated Broker-Dealer; advisory fees waived for 12 months following purchase if commission received
Financial planning and consulting services fees are negotiable and may be charged on an hourly basis, specific rates not stated
Account minimum: $25,000 Fee-only: Negotiable fees, generally asset-based, ranging up to 2.25% annually for most advisory programs; financial planning fees negotiable based on services provided; TPMM advisory fees range from 1.00% to 3.00%
1 E. High Street
Womelsdorf, PA 19567
Pennsylvania
Centaurus Financial Inc.
2019 - Present (7 years)
ProEquities, Inc.
2016 - 2019 (3 years)
NEXT Financial Group, Inc
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Rewealth
I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/
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