Pottstown, PA Office

Team
Updated today

Client AUM

$9,670,998,815

Clients

45,194

Advisors

2

Of 427 advisors across 196 offices

Location

2047 E. High Street

Pottstown PA 19464

Advisors at this office

2

Advisors at this office

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George D

Series 66

Pottstown, PA

Centaurus Financial, Inc.

George Dallas is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds a Series 66 credential and has worked at Centaurus Financial since 2020, following prior roles at Mid-Atlantic Wealth Advisory Group and Cetera Advisor Networks. He is also the owner and president of Aegis Risk Advisors, a firm involved in selling insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and specialized services, employing a mix of discretionary and non-discretionary arrangements alongside various analytical approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Scott R

Series 66

Pottstown, PA

Centaurus Financial, Inc.

Scott Rakowski is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds a Series 66 designation and has been the owner and president of Rakowski & Company, PC, a CPA firm specializing in tax preparation and accounting, since 1999. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a blend of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management through platforms such as CLASSIC Plus and FlexUMA.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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