Cetera Financial Specialists LLC is a leading national Broker/Dealer specializing in supporting tax and accounting professionals who provide investment services.
As an advisor with Cetera Financial Specialists (Specialists), I can benefit from the investment and insurance services Specialists provides through its parent company, Cetera Financial Group, Inc. A large, established and well-capitalized firm, Cetera Financial Group provides Cetera Specialists advisors like me with the ability and freedom to focus on my relationship with my clients as we help them pursue their financial goals.
Tax and accounting professionals have a unique perspective on the financial picture of their clients. It's a difference that gives us an insight well beyond that of many financial advisors; an in-depth understanding that puts us in the ideal position to be our clients' financial quarterback.
As a Financial Advisor with Cetera Financial Specialists, I provide full-service financial support and assistance to my clients. I am committed to helping clients pursue their financial goals by offering a wide range of financial products and services. I believe investors are better able to identify goals and make sound decisions to reach those goals by having timely and accurate financial information available during the decision making process.
In order to facilitate investor needs, our firm maintains relationships with a variety of financial services institutions and I am confident we will have a solution for the financial challenges faced by the majority of investors. Please feel free to contact me personally if you would like for us to help you maximize your financial resources. My practice is focused on retirement planning and we assist with many other planning opportunities such as education funding, wealth transfer and asset protection.
Please contact us today to see if we can help you meet your goals. We can be reached at 803 732-4288.