Investments

investments2-17-Landing-Page-Image.jpgAssisting you in working toward your financial goals

The GTE Investment Group is dedicated to providing members with trustworthy, personalized advice on meeting any of their financial and insurance needs. We take the time to talk with our clients and listen to their goals, whether they are for retirement, current income or future growth.

A team of dedicated advisors will work one-on-one with you to help you make sound financial decisions consistent with your risk tolerance, investment time-lines and goals. We work with a wide range of products and services to help meet our members' unique and individual financial goals.

We pride ourselves in providing exemplary service to our clients and have established a skilled and thoughtful team of registered professionals to assist you with all of your investment needs. We set ourselves apart from other brokers and financial planners by developing a partnership with our members.

Check the background of our investment professionals on FINRA’s BrokerCheck.

Individual Member Services

IRA Services
401k Rollovers

  • Comprehensive Planning for Retirement
  • Asset Allocation Analysis - Portfolio Management
  • Education Planning
  • Insurance Solutions
  • Tax-Managed Investment Planning
  • Estate Planning
  • Wealth Preservation
  • Trust Services

Business Member Services:

  • Retirement Plans – Simple & SEP IRAs, 401Ks, Nonqualified Deferred Compensation, Executive Bonus
  • Business Continuity Solutions – Buy/Sell Agreements, Key Person Insurance
  • Protection – Split Dollar and Executive Bonus

Products

  • Mutual Funds
  • Stocks
  • Bonds
  • Variable Annuities
  • Fixed Annuities
  • Tax-Free Investments
  • Tax-Deferred Investments
  • Life Insurance
  • LTC

To schedule a no cost no obligation financial consultation call 888-972-5257 or request an appointment by clicking below.

Request an Appointment

 

 

 

 

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives. Click to view the Cetera Investment Services Privacy Policy and other Important Information. Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to purchase brokerage services to persons outside of the United States.
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities n the following states: AL, AR, AZ, FL, GA, IL, LA, MA, MD, NC, OH, SC, TN, TX, VA, VT