Cetera welcomes $ 100 million in assets under investment, tax, estate and health insurance management

0

LOS ANGELES, September 1, 2021 / PRNewswire / – Cetera announced the affiliation of HD Financial Specialists, a full-service wealth management practice based in Amherst East, NY. Directed by Sean Hayden, the firm supports $ 100 million in assets under management, offering investment, tax, estate planning and health insurance services. HD financial specialists selected by Cetera to help make financial planning more efficient and more synergistic.

Sean Hayden

“Our company’s specialty offering requires a diverse and independent investment platform and the ability to combine multiple planning offerings under one roof, which Cetera offers,” said Hayden. “In addition, Cetera prides itself, like us, on customer service, transparency and maintaining its commitment to the future of its customers by supporting the financial planning journey with a comprehensive technology suite.

The team is focused on growing and improving the customer experience. Joining Hayden will be:

  • Samuel bloomberg, CPA and professional accountant

  • Dina dalton, AHIP-approved health insurance professional

  • Seth hamilton, financial advisor and tax preparer

  • Lindsey Gamis, Customer operations

  • Wendy phelps, Client experience

“Financial professionals with broad specialist practices are constantly seeking stability and expert advice,” said Ron krueger, responsible for the Cetera tax community. “For example, a highly specialized practice like HD Financial Specialists has unique needs and business cycles, requiring high quality support and service that also invests in their growth at the right time. Cetera delivers this, combined with world-class technology and solutions. for the holistic financial planning needs of clients.

Cetera actively recruits top talent from the financial profession, including affiliated financial advisors directly or in a branch model, tax professionals, banks and credit unions and regional teams (OSJs) with a focus on growth , superior service experience and the delivery of a consulting-centric experience®. Cetera’s multi-affiliate growth model is designed around specialized communities to allow finance professionals to grow in their own way. HD Financial Specialists will be affiliated with Cetera Financial Specialists LLC.

About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial advisory firm. It helps deliver an advisory-centric experience to individuals, families and businesses across the country through independent finance professionals as well as trusted tax professionals, banks and credit unions. Its headquarters are at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, California 90245-5670.

Comprehensive services include: wealth management solutions, pension plan solutions, advisory services, practice management support, innovative technology, marketing advice, regulatory support and market research .

“Cetera Financial Group” refers to the network of independent retail companies including, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC and First Allied Securities, Inc. All companies are FINRA / SIPC members.

Persons affiliated with Cetera companies are either Registered Representatives who only offer brokerage services and receive transaction-based remuneration (commissions), Representatives of investment advisers who only offer investment advisory services and receive fees based on on the assets, or both Registered Representatives and Representatives of investment advisers, who may offer both types of services.

Cetera Financial Group Logo (PRNewsfoto / Cetera Financial Group)

Cetera Financial Group Logo (PRNewsfoto / Cetera Financial Group)

Cision

Cision

View original content to download multimedia: https://www.prnewswire.com/news-releases/cetera-welcomes-100-million-aum-investment-tax-estate-and-medicare-practice-301367543.html

SOURCE Cetera Financial Group


Source link

Leave A Reply

Your email address will not be published.