Wealth Management
When it comes to planning for your financial future, we provide a full range of financial services and products to our clients, utilizing a consultative, client-centered approach. Putting our clients' priorities front and center is the cornerstone of all of our relationships, while working with the utmost integrity and honesty.
Wealth Management & Distribution Strategies
Investment Management/Advisory Services
Mutual Funds
529 College Savings Plans
IRA/Roth IRA
Deferred Annuities
Immediate Annuities
Estate Planning Strategies
Life Insurance/Risk Management
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.
15 N MAIN ST STE 101, WEST HARTFORD, CT 06107. 860-521-2150
For a comprehensive review of your personal situation, please consult with your legal advisor. Neither Cetera Financial Specialists LLC nor any of its representatives may provide legal advice.
