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Our Products and Services

Our firm provides help making well-informed decisions in the following areas:

INVESTMENTS:

  • Advisory Accounts

  • Annuities

  • Mutual Funds

      -  Fixed

  • SEP (Simplified Employee Pension)

      -  Variable

  • Simple IRA

      -  Indexed

  • Roth and Traditional IRA

  • 529 College Savings Plans

  • Coverdell Education IRA

  

INSURANCE:

  • Life - Term Life, Whole Life and Variable Life

  • Health - Medicare and Individual (Affordable Care Act)

  • Long Term Care

  • Small Group Plans

  • Disability Insurance

  • Home, Auto and Umbrella Insurance
 

  • Business Insurance

WE ALSO OFFER ASSISTANCE IN:

  • Advisory Services

  • Tax Planning with Qualified Tax Professionals

  • Retirement Funds

401(k) and 403(b) plans

  • Estate Planning with Qualified Attorneys
   
Your financial goals and insurance concerns are our business!



If you have any questions, let us know.  Please email or give us a call

paul.scott@ceterawealth.com

(540) 891-9331

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice.

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