We are Independent registered representatives and licensed life, accident and health insurance agents with Centaurus Financial. Dedicated to helping individuals and business owners grow their wealth, create retirement plans to provide income distribution throughout retirement, and assist in Social Security benefit enhancements.
As a Father and Son business, we know the value of having a good relationship those you work with.
Steve Lundquist is a branch manager with Centaurus Financial. His office is located in Provo, Utah. For 25 years, Steve has built a successful business by helping clients protect their retirement assets and increase their household income by helping them find ways to lower their income taxes and taxes on Social Security benefits. As an independent financial professional, Steve is insurance licensed in the state of Utah and currently holds Series 6, Series 7, Series 24, and Series 63 securities registrations. He specializes in assisting individuals and business owners with retirement and income planning strategies.
Ryan believes that education is essential. His approach aids his clients in understanding and planning for the potential challenges they may face in reaching their particular financial goals. Whether you are getting ready to retire, or are already retired, it’s never too early to start planning, but don’t wait until it’s too late. Let Ryan help you build a personalized financial strategy designed to help improve cash flow, protect your retirement assets, reduce taxes and minimize risk.
Securities offered through Centaurus Financial, Inc. a registered broker/dealer and a member FINRA and SIPC. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in Utah and Washington.