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Investing

Investing is part of what we do, but it’s not all of what we do. We consider investing to be one of the ways in which we help you achieve your goals. It all starts with planning, then we use our knowledge and experience in the financial industry to help you pick products and services that you are comfortable with and that will aid you in achieving your financial goals. Each person and each portfolio is different. We work hard to make sure your investments match your unique situation, goals and objectives.

We can help with almost any investment need you have, but these are some of the products we offer:

  • Fixed and Variable Annuities
  • Mutual Funds
  • Stocks and Bonds
  • Tax-Advantaged Investments1
  • Professionally Managed Asset Accounts
  • Money Market Funds
  • Unit Investment Trusts
  • Retirement Plans

1 Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera Investment Services, Cetera Investment Advisers nor any of their representatives may give legal or tax advice.

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