Financial Advisors Partners
Offering financial planning products is a smart opportunity for your financial institution, and we're your solution. You want to be that one-stop shop, yet managing overhead is an issue. Throw in the need to offer excellent retirement options to employees while increasing your income on top of it all and it can get overwhelming. It's okay, we help provide the answers.
How we're different
We help financial institutions set up 401(k) group plans and we can serve as your advisor for all things financial planning to your members and customers. We're different, however, because we are there--in person--as often as you need. We take care to set up your group plan the way you need it. We educate your employees on their individual options and help them feel confident in their financial choices as they move through life.
We don't stop there. We are the partner to represent financial planning services to your marketplace. We give that same personalized service to your members or customers that make up your own standards of excellence. We also take the time to educate employees so they feel excited to talk about your added services.
Core Competencies
Advisory services
Financial management
Assess allocation
College planning
Retirement planning
Trust services
Quality retirement plans
Insurance planning
Business planning
Group benefits
Click here for more details on our core services
Our experienced professionals can setup and manage: Roth and traditional IRAs, Savings Incentive Match Plans for Employee Individual Retirement Accounts, education savings plans, custodial accounts, stocks, bonds, mutual funds, and annuities.
Ready for a partnership?
Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Cetera is under separate ownership from any other named entity.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states Broker/Dealer, Registered Investment Advisor, or Registered Representative or Investment Advisor Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states Broker/Dealer, Registered Investment Advisor, Registered Representative or Investment Advisor Representative requirements, or pursuant to an applicable state exemption or exclusion.
For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Advisor, Registered Representative, or Investment Advisor Representative, a consumer should contact his or her stated securities law administrator.
Investment products and services from this representative(s) available only to residents of Minnesota (MN).
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