With a diverse offering of brokerage and investment options available to meet your specific financial needs, our Cetera Registered Representatives are your trusted resource for your financial investment needs. Contact them at (845) 339-5744 with questions or to schedule a personal appointment today!
As an advisory client, you'll enjoy the following benefits of our fee-based relationship:
The Preferred and Prime programs offer you asset management services that make it easier for you and your Investment Adviser Representatives to work together toward your goals.
For details contact Investment Advisor Representative Richard Jeffreys, CFP at (866) 440-0391, ext. 3233.
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May Lose Value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided. 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. FINRA Registered Branch: 180 Schwenk Drive, Kingston, N.Y. 12401
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.
Investment, Tax, Payroll and Insurance products and services offered through Ulster Insurance Services, Inc. and Ulster Financial Group, Inc., subsidiaries of Ulster Savings Bank, are NOT FDIC INSURED.