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.

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.

Access Your Accounts

View your account information and reporting by visiting one of the following links:

NETXINVESTOR

SCHWAB ALLIANCE

Investor Information and Disclosures


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Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.


Account Assistance

If you are a client of a Cetera-affiliated financial professional and need assistance with an existing account, please reach out to your financial professional directly. If you’re unable to reach them, use our direct support lines listed below.

Join the Community

If you’re a financial professional interested in learning more about affiliating with Cetera Financial Group, please complete the form.