Success Stories
Delivering both tax and investment advice is powerful. Hear
the stories of how Cetera Financial Specialists advisors are delivering an
advice-centric experience to families while operating thriving financial and
tax practices.
Delivering both tax and investment advice is powerful. Hear
the stories of how Cetera Financial Specialists advisors are delivering an
advice-centric experience to families while operating thriving financial and
tax practices.
Jacob Rosenberg became a financial advisor because clients’ financial lives are more than accounting and tax. Hear his story.
Difficult financial decisions can become easier when you work with a Specialists advisor. Learn how Robert Fezza helped his client navigate a large purchase.
When life delivers its twists and turns, the last thing you should have to worry about are your finances. Specialists’ advisor Tom Mengel shares his perspective.
Hear why Steve Siders’ client equates financial planning to life planning 101.
Each client has their own unique story. Proper technology integrations allow Ted Sticker’s team to be the one stop shop for their clients.
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