Optimize Your Practice Growth
A 10-minute assessment designed for seasoned financial
planners to identify leverage opportunities.
10 Min Completion
Secure & Private
Actionable Insights
Disclosure
- 73 Redding Road, P.O. Box 1, Georgetown, CT 06829-0011, (203) 544-9300
- Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
- Check the background of this firm on FINRA’s BrokerCheck
- This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC, member FINRA/SIPC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures
- Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
- Important Information and Form CRS
- Business Continuity Plan