Dedicated to tax professionals like you.

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The best of both worlds, made even better

Grow both your tax and wealth management businesses with Cetera Financial Specialists’ high-touch, red-carpet support, and holistic understanding of your business model.

Boutique
1000

financial professionals

Trusted
99%

financial professional retention rate

Experienced
14.7 yrs

average team tenure

Get securities registered on us

We’ll cover the cost to get you fully registered and even pay your initial affiliation fees through our PRO Package.^*

Business man looking at financial graphs on computer

Find new growth with our customized benefits

Growth
Efficiency
Client Experience

Find your growth levers

We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.

Prospect—without prospecting

Have local, high-intent, screened and qualified client leads sent directly to your inbox.

Succession and continuity planning

We can help you plan your succession to provide financial safety for your family or realize your business’ equity when you retire.

Make your brand in-demand

Create a multimedia marketing presence to drive measurable results attracting and engaging clients and prospects.

Scalable advisory tools

Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.

Marketing as easy as point and click

Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.

High-touch support

Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.

Guided compliance

Stay on the right side of regulation with supervisory teams that always endeavor to say “Yes, and here’s how.”

Institutional-grade advice

From fund selection to asset-allocation guidance to ready-made portfolios, we can help you solve for any client goal.

Strengthen client connections

Give your clients an interactive financial planning experience that fosters confidence and makes collaboration easy.

Provide clarity in the value you bring

Showcase the value of your service to clients with our informative research and insights.

Answer your clients’ biggest retirement question

You’ll be empowered to show clients, in a single meeting, how they can have enough money in retirement.

Solve clients’ most complex challenges

Our in-house team of highly credentialed legal and tax specialists can help you solve clients’ most intricate needs.

Expand capabilities for business owners

Help business-owner clients enhance their operations with turnkey retirement plan solutions through our in-house TPA.

Growth

Find your growth levers

We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.

Prospect—without prospecting

Have local, high-intent, screened and qualified client leads sent directly to your inbox.

Succession and continuity planning

We can help you plan your succession to provide financial safety for your family or realize your business’ equity when you retire.

Make your brand in-demand

Create a multimedia marketing presence to drive measurable results attracting and engaging clients and prospects.

Efficiency

Scalable advisory tools

Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.

Marketing as easy as point and click

Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.

High-touch support

Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.

Guided compliance

Stay on the right side of regulation with supervisory teams that always endeavor to say “Yes, and here’s how.”

Institutional-grade advice

From fund selection to asset-allocation guidance to ready-made portfolios, we can help you solve for any client goal.

Client Experience

Strengthen client connections

Give your clients an interactive financial planning experience that fosters confidence and makes collaboration easy.

Provide clarity in the value you bring

Showcase the value of your service to clients with our informative research and insights.

Answer your clients’ biggest retirement question

You’ll be empowered to show clients, in a single meeting, how they can have enough money in retirement.

Solve clients’ most complex challenges

Our in-house team of highly credentialed legal and tax specialists can help you solve clients’ most intricate needs.

Expand capabilities for business owners

Help business-owner clients enhance their operations with turnkey retirement plan solutions through our in-house TPA.

“Our family culture is inevitable, born of the personal relationships created by our high-touch support. Success is just easier in that environment of trust.” Ron KruegerPresident

Talk with us today

Connect with one of our Business Development Specialists to learn about our Accesslink onboarding process and how we help tax preparers, CPAs, and enrolled agents build thriving wealth management practices.

*Certain criteria apply. Contact us for complete details.

Dedicated to tax professionals like you.

The best of both worlds, made even better

Boutique1000

Trusted99%

Experienced14.7 yrs

Get securities registered on us

Find new growth with our customized benefits

Find your growth levers

Tech to manage, and attract, business

Prospect—without prospecting

Succession and continuity planning

Make your brand in-demand

Scalable advisory tools

Marketing as easy as point and click

High-touch support

Guided compliance

Institutional-grade advice

Strengthen client connections

Provide clarity in the value you bring

Answer your clients’ biggest retirement question

Solve clients’ most complex challenges

Expand capabilities for business owners

Find your growth levers

Tech to manage, and attract, business

Prospect—without prospecting

Succession and continuity planning

Make your brand in-demand

Scalable advisory tools

Marketing as easy as point and click

High-touch support

Guided compliance

Institutional-grade advice

Strengthen client connections

Provide clarity in the value you bring

Answer your clients’ biggest retirement question

Solve clients’ most complex challenges

Expand capabilities for business owners

Talk with us today

Boutique
1000

Trusted
99%

Experienced
14.7 yrs