• Home
  • Who We Are
    • Why Centerpoint?
    • Meet The Team
  • Our Services
    • Investment Management
    • Financial Planning
    • Family Office Services
  • Insights / Resources
    • Articles
    • Legal and Compliance
  • Client Portal
    • My Center Portal
    • Fidelity
  • Contact
Ways to Be Prepared For Hurricane Season

Ways to Be Prepared For Hurricane Season

by newcente | Jun 24, 2021 | Blog, Family Focus, In The News, Uncategorized, What's New

Be Prepared for Hurricane Season Summer is here and though the colder months were kind to us with less snow than previous years, the warmer weather is still a welcomed reprieve from the frigid temperatures in the northeast. Along with these rising temps, however,...
IRS Issues Warning About Email Scam

IRS Issues Warning About Email Scam

by newcente | Apr 6, 2021 | Blog, Family Focus, Firm Events, In The News, Matthew C. Okaty, Tax Planning, Uncategorized, What's New

IRA Issues Warning About Email Scam April 6, 2021. By Matthew Okaty: As you may be aware, a wide scale impersonation email scam has been brought to the attention of the IRS. The scam is targeted toward the staff and students within academic systems; mainly those with...
The Team at Centerpoint is Growing

The Team at Centerpoint is Growing

by newcente | Mar 26, 2021 | Ashley R. Agnew, Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New

Centerpoint Welcomes New Team Members March 26, 2021, By Ashley Agnew: Centerpoint is happy to announce that our team is growing in more ways than one. We are excited to be bringing a new Client Operations associate onboard this month, and welcome Taylor Persechini to...
Discussing Personal Debt in a Relationship

Discussing Personal Debt in a Relationship

by newcente | Jan 15, 2021 | Ashley R. Agnew, Blog, Family Focus, Financial Planning, Financial Therapy, Uncategorized, What's New

Discussing Personal Debt in a Relationship January 15, 2021. By Ashley Agnew: The beginning stages of a relationship are exciting as the shooting stars of promised wishes decorate the pleasant exchanges of new love. The encapsulating feelings of warmth and security...
Guest Blog: Reviewing Life Insurance

Guest Blog: Reviewing Life Insurance

by newcente | Dec 4, 2020 | Blog, Family Focus, Financial Planning, Uncategorized, What's New

Guest Blog: Reviewing Life Insurance December 4, 2020: Life insurance is an important element of wealth, estate, and family planning. In order to properly incorporate it into your planning, it is key to understand the level and type coverage that will best serve your...
Happy Thanksgiving and Holiday Hours

Happy Thanksgiving and Holiday Hours

by newcente | Nov 25, 2020 | Blog, Family Focus, Firm Events, Uncategorized, What's New

Happy Thanksgiving and Holiday Hours November 25, 2020: We wish you and your families a very Happy Thanksgiving, and while we know you may be spending it in smaller gatherings or perhaps alone, we hope you will be able to find time with peace and gratitude to reflect...
« Older Entries
Next Entries »

Blog Categories

  • Blog
  • In The News
  • Uncategorized

Blog Tags

Car Insurance General Insurance Health Insurance holiday holiday hours market hours Thanksgiving

Related Blogs

  • From Prototype to Production: How Composite Manufacturers Scale for OEM Clients
  • Upcoming Office Closures & Holiday Hours
  • Medicare Reminders 2025
  • Upcoming Office Closures & Holiday Hours
  • 2nd Quarter Commentary and 2025 Outlook
Contact Us

© 2025 Centerpoint Advisors, LLC. All rights reserved. Legal & Compliance
Investment Advisory Services offered through Centerpoint Advisors, LLC. Fidelity Clearing & Custody Solutions® is a service provider to Centerpoint Advisors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Manage Consent

This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.

Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}