Cetera Investors, based in Westbury, NY, offers financial advisors a platform to own their business while receiving comprehensive support. With 43 fully equipped branch offices, advisors maintain independence while benefiting from a strong local presence.
The company focuses on identifying growth opportunities for advisors, providing efficient tools to manage client relationships, and offering succession planning services. Advisors can access high-touch support, scalable advisory tools, and guided compliance to enhance their practice.
Cetera Investors emphasizes client experience by strengthening connections, showcasing the value of services through informative insights, and addressing clients' retirement needs efficiently. The company's holistic approach extends to solving complex challenges and expanding capabilities for business owners.
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