Financial Advisors Partners
Offering financial planning products is a smart opportunity for your financial institution, and we're your solution. You want to be that one-stop shop, yet managing overhead is an issue. Throw in the need to offer excellent retirement options to employees while increasing your income on top of it all and it can get overwhelming. It's okay, we help provide the answers.
How we're different
We help financial institutions set up 401(k) group plans and we can serve as your advisor for all things financial planning to your members and customers. We're different, however, because we are there--in person--as often as you need. We take care to set up your group plan the way you need it. We educate your employees on their individual options and help them feel confident in their financial choices as they move through life.
We don't stop there. We are the partner to represent financial planning services to your marketplace. We give that same personalized service to your members or customers that make up your own standards of excellence. We also take the time to educate employees so they feel excited to talk about your added services.
Core Competencies
Advisory services
Financial management
Assess allocation
College planning
Retirement planning
Trust services
Quality retirement plans
Insurance planning
Business planning
Group benefits
Click here for more details on our core services
Our experienced professionals can setup and manage: Roth and traditional IRAs, Savings Incentive Match Plans for Employee Individual Retirement Accounts, education savings plans, custodial accounts, stocks, bonds, mutual funds, and annuities.
Ready for a partnership?
Check the background of your financial professional on FINRA's BrokerCheck.
Registered Representative offering securities through Cetera Wealth Services, LLC, member FINRA/SIPC, Advisory Services offered through Cetera Investment Advisors LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity.
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residence of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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