Our Investment Adviser Representatives can provide you with a broad range of options to select the retirement plan that provides you and your employees with a quality retirement plan. Regardless of your size, they can show you the plan that is right for you — 401(k), 403(b), Simple, SEP and other retirement plans are available.
The 529 or College Savings Plan allows your staff the opportunity to invest for future college expenses tax-deferred, and make tax-free withdrawals as long as funds are used to pay for Qualified Higher Education Expenses.
Over time, you may find your current advisor losing that personal touch. Our first priority is providing world-class service to you. We accomplish this by doing our homework, and then some. We start with a due-diligence process, whereby we carefully select the highest quality investment products suitable to your needs. We make careful choices and narrow the vast list of products — mutual fund and insurance companies — to help you select a product that is most suitable for you. We customize your investment plan and take time to truly know you. And most importantly, we maintain the personal touch.
To make wise investment choices you need to know about tax laws*, current and pending legislation, market and bond trends, and have a deep understanding of investing principles. But for many people, committing that kind of time to research isn't possible. That's where we can help. With products available through Cetera Investment Services, an independent, registered broker–dealer, our experienced team of Investment Adviser Representatives** will work with you to create a personal investment strategy to help you reach your financial goals — whether you are saving for retirement, funding a college education, or developing a well'rounded portfolio.
*For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice.
** Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/ SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
NOT A DEPOSIT. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
NOT NCUSIF INSURED MAY LOSE VALUE
NO CREDIT UNION GUARANTEE