Insights

Retirement Focus Target mid-sized retiree-focused portfolios and offer institutional-grade investment strategies tailored for guaranteed income and sustainable withdrawal plans to address the specific needs of retirees.

Social Security Specialization Position as a partner for clients seeking advanced Social Security optimization and planning, offering differentiated advice that can increase lifetime retirement income and reduce longevity risk.

High Growth Potential Leverage rapid growth and a lean team to scale partnerships, referral networks, and white-label or co-branded advisory services with smaller financial channels seeking retirement expertise.

Tech Stack Synergy Utilize and upsell digital engagement tools and fintech integrations (CRM, analytics, client portals) to enhance client experience, streamline onboarding, and enable scalable advisory delivery.

Revenue Scale Capitalize on a $10M–$25M revenue footprint to pursue enterprise-grade platform opportunities, institutional partnerships, or technology-enabled service models that complement retirement planning offerings.

City Center Financial, LLC Tech Stack

City Center Financial, LLC uses 8 technology products and services including Wix, WordPress, Wix eCommerce, and more. Explore City Center Financial, LLC's tech stack below.

Wix

Content Management System

WordPress

Content Management System

Wix eCommerce

E-commerce

Microsoft 365

Google Cloud

Infrastructure As A Service

Sentry

Issue Trackers

HighLevel

Marketing Automation

Onsen UI

Software Development

City Center Financial, LLC Email Formats	Example	Percentage
First@citycenterfinancial.com	John@citycenterfinancial.com	89%
First.Last@citycenterfinancial.com	John.Doe@citycenterfinancial.com	11%

City Center Financial, LLC Email Formats

Example

Percentage

First@citycenterfinancial.com

John@citycenterfinancial.com

89%

First.Last@citycenterfinancial.com

John.Doe@citycenterfinancial.com

11%

Frequently Asked Questions

What is City Center Financial, LLC's phone number?

You can contact City Center Financial, LLC's main corporate office by phone at

+1-248-275-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is City Center Financial, LLC's official website and social media links?

City Center Financial, LLC's official website is citycenterfinancial.com and has social profiles on LinkedIn.

How much revenue does City Center Financial, LLC generate?

As of August 2026, City Center Financial, LLC's annual revenue is estimated to be $10M - $25M.

What is City Center Financial, LLC's NAICS code?

City Center Financial, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does City Center Financial, LLC have currently?

As of August 2026, City Center Financial, LLC has approximately 10 employees across 1 continents, including North America. Key team members include Founding Partner: D. H., Founding Partner: D. H. and Financial Advisor: C. B. Explore City Center Financial, LLC's employee directory with LeadIQ.

What industry does City Center Financial, LLC belong to?

City Center Financial, LLC operates in the Financial Services industry.

What technology does City Center Financial, LLC use?

City Center Financial, LLC's tech stack includes Wix, WordPress, Wix eCommerce, Microsoft 365, Google Cloud, Sentry, HighLevel and Onsen UI.

What is City Center Financial, LLC's email format?

City Center Financial, LLC's email format typically follows the pattern of First@citycenterfinancial.com. Find more City Center Financial, LLC email formats with LeadIQ.

City Center Financial, LLC

Q: How many employees does City Center Financial, LLC have currently?

City Center Financial, LLC has approximately 10 employees.

Q: What technology does City Center Financial, LLC use?

City Center Financial, LLC's tech stack includes Google Cloud Trace, HSTS, HTTP/3, PHP, React.

Q: What is City Center Financial, LLC's NAICS code?

City Center Financial, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesMichigan, United States2-10 Employees

City Center Financial, LLC operates as a retirement planning firm within the financial services industry, focused on helping clients build sustainable, long-term portfolios tailored to retirees’ needs. The firm emphasizes an individualized approach to planning, aiming to translate complex retirement considerations into clear, actionable decisions for its clients. Its specialty includes Social Security planning, positioning it to address the unique income and lifestyle considerations that retirees face as they plan for retirement duration and stability. Based in Troy, Michigan, the company highlights a commitment to delivering institutional-grade investment strategies and products in a way that remains accessible to individual retirees. The organization appears to be a small firm by scale, focused on retirement-centric solutions and ongoing client engagement rather than broad, one-size-fits-all advisement. A recent development noted is the firm’s continued growth through its retirement-focused offering, underscoring its emphasis on long-term retirement income planning.

Insights

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