As a business owner you’re constantly balancing the resources of time and money. Whether you have an established business or are just getting started, we’ll work with you to focus on key financial decisions that can help you protect your assets, assure the continuity of your business, and help you select and manage a retirement plan.
| Retirement Plans |
Retirement PlansIn your business, you’re probably concerned about how to attract and retain your employees. A significant benefit you can provide is a solid retirement plan. We offer a variety of retirement plans and programs for businesses and organizations of all sizes, including self-employed individuals. Looking to start a new plan or enhance an existing one? We can customize a plan to your needs, including Simple IRAs, SEP IRAs, and Individual/Group 401(k)s. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services nor any of its representatives may give legal or tax advice. Contact Us for more information, or to schedule a consultation. |
| Investment Management |
Investment ManagementFor your business investment and asset management needs, you have found the right source. With your business goals in mind, we help you maximize your returns on excess working capital or reserve cash. As your investment partner, we meet on a prescribed basis with you and your colleagues or board. Plus, we'll continuously give you ideas about ways to achieve your objectives as the market, trends, and tax laws change so you can be sure your investment portfolio is consistently working the way you want it to. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services nor any of its representatives may give legal or tax advice. Contact Us for more information, or to schedule a consultation. |
| Professional Asset Management |
Professional Asset ManagementYour investment goals and needs are unique. With the help of an investment representative you can work toward reaching your objectives through a variety of personalized programs. Your investment representative will work with you to understand your needs develop your own investment strategy, design your portfolio, implement your financial plan, review your portfolio on a regular basis and more. A wide variety of customized programs exist but with an investment representative working on your behalf, you'll have the strength and support you need to professionally manage your assets and work toward your long-term financial goals for a convenient quarterly asset management fee. Choices and BenefitsOur asset management programs are sophisticated, flexible and competitive, providing you with a full array of features that include:
Contact Us for more information, or to schedule a consultation. |
| Insurance |
InsuranceThe best time to talk about insurance is before you or your business need it. We can show you all the products and services designed to give you the assurance and security you need, including:
Contact Us for more information, or to schedule a consultation. |
Cetera Investment Services LLC is a registered broker-dealer, member FINRA/SIPC, and is not affiliated with Citizens Independent Bank or its related companies. Securities, insurance products and advisory services offered by Cetera Investment Services: • Not FDIC insured • May go down in value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency
View Cetera privacy policy and other important information.
Cetera 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 in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Advisory services may only be offered by an Investment Adviser Representative in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided. Registered address: 5000 West 36th St, St. Louis Park, MN 55416.
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