Financial Well-Being From All Perspectives

Your financial professional uniquely understands multiple sides of your financial picture. We help them keep everything in focus.

Founded in 1981, Cetera Financial Specialists serves tax professionals who also offer wealth management services. It’s our responsibility to ensure they have all the tools they need to support your whole financial life.

To serve your needs, your financial professional has:

• Access to a diverse set of investment solutions to design a financial strategy customized to you
• A network of support and services to help them deliver an exceptional experience
• Oversight from our regulatory supervision team, who provides guidance and training to monitor you and your investments
• Leading-edge technology that keeps you connected

Learn more about Cetera Financial Specialists:

If you’re a financial professional affiliated with Cetera Financial Specialists, click here.