Growth-Guarantee

Your business growth. Guaranteed.

Philanthropy

Our local communities are part of our family.

Invest in a better future

With success comes responsibility. So whether it’s assisting youth programs, supporting educational initiatives or fostering greater diversity, our nonprofit Caring Cetera is honored to play a role in bringing more life into the communities where we live, work, and play.

Our Impact

$1,224,586

$1,224,586

raised

$304,851

$304,851

provided in disaster relief

$654,263

$654,263

other commitments

$50,114

$50,114

grant awards

How we're committed

Leading youth to their full potential

The Diversity in Financial Planning Scholarship Program is part of Caring Cetera's commitment to drive more young people to become financial planners, and advance diversity and inclusion in the financial planning profession.

Teenage female celebrating academic accomplishment on laptop
Two teenage boys recording music in a studio

Fostering creativity and innovation

Caring Cetera provided support to Youth on Record, a charitable organization that fuels children’s lives by fostering their creative talent in music.

Protecting underserved youth

We’ve raised significant funds for Youth Haven, Southwest Florida’s only emergency and residential shelter for children and teens who have been removed from their homes due to abuse, neglect, or abandonment.

Two diverse kids playing with bubbles outside
Male soldier hugging family

Giving back to our national heroes

Attendees at Cetera’s national conference gave generously in support Soldiers’ Angels, a San Antonio-based national charity that aids members of our armed forces, their families, and our growing veteran population.

Making a difference in our own backyard

We proudly support our employees in charitable giving by providing 16 hours of paid time off to volunteer for the causes they care for most. Our home offices contribute efforts to benefit youth and teens, including United Way of Greater Atlanta, the Hillcrest Youth Center of San Diego, EnrichLA, and more.

Colleagues volunteering on construction site
Group of coworkers wearing volunteer shirts

Taking time to do the right thing

Too often, we can get so caught up in our own lives and needs that we forget those who need so much more. That's why at Cetera, we've made it an integral part of our mission to help others. We're members of the communities where we do business. And our commitment goes beyond just business.

For Investors

You bring the dreams.
We'll build the strategy.

Start a partnership for your success

A stronger financial future begins with an advisor focused on your well-being, not just your portfolio. We can turn your goals into a plan you can follow—and stay with.

We start with your goals

We start with your goals

Get flexible solutions personalized to your specific needs and situation, no matter how simple or complex.

Always planning for the future

Always planning for the future

Get guidance on your goals for today and tomorrow—whether that’s planning for a new home, college tuition, retirement, an emergency fund, and more.

The independence to focus on you

The independence to focus on you

No proprietary products. No sales quotas. No one to please other than you. Your success is the only agenda.

Tax-smart solutions

Tax-smart solutions

Explore strategies to help you keep more of what you make and make the most of what you have.

Specialized support

Specialized support

Backed by the teams at Cetera, your financial professional can put an enhanced skillset and knowledge to work for you and your unique investment goals.

Manage risk and protect loved ones

Manage risk and protect loved ones

From insurance to trusts to estate planning, we can help ensure you and your family are protected.

See our latest market research and insights

Explore our most recent thinking on the latest market drivers and how they might affect you.

Dive In Now
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Find a financial professional near you

Feel confident you’re on the right path to pursuing your financial goals through a trusted partnership with a Cetera financial professional.

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