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Are you on the right path?

GTE-201705MAY-306x297-Landing-Page-v2.jpgNot sure if you are on the right path?   

We can help!

No matter where you are on the path we have a team of advisors ready to help. Best of all, you can get a no cost, no obligation consultation at any of our Community Financial Centers!  

 Request an Appointment


Just starting out?

If you are a young investor and just starting out we have Financial Advisors that understand where you are at and how to help. Alexis & Tyler are two of our Financial Advisors that focus on helping our younger members. They are experiencing the same decisions and life events that you are and are ready to partner with you on helping with any of the following topics:

  • Saving for retirement                         
  • Balancing student debt
  • Buying your first home
  • Budgeting
  • Saving for children’s education
  • Investment selection
  • Plus a whole lot more...


Already on the path?

If you have been going down the retirement path for a while or getting close to retiring we have tenured Financial Advisors ready to help. Tony, Mario, and Joe have been helping clients with important retirement and life decisions for many years. If you need help with any of these topics they are ready to partner with you on finding the best solution.

  • Developing an income strategy for retirement            
  • Establishing a retirement plan
  • Need help with Estate Planning
  • Help making the decision on Social Security or pension options
  • Investment selection
  • Plus a whole lot more...

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


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