Services

How We Work

I offer personalized advice to individual investors to help them pursue their personal financial goals. I am committed to helping my clients work towards their objectives, and through my business relationship with Cetera Advisor Networks LLC, I believe I possess the right resources to do so.

I have access to an extensive range of the latest financial products and services, such as:

Investments

Stocks and Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Fee-Based Asset Management Programs

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Health Insurance

Employee Benefits

As your financial advisor, I analyze your financial data to recommend a strategy based upon your individual needs and investment goals. I also determine specific investment alternatives for you based upon your current and long-term financial goals and objectives. Periodically, I will help you review your financial strategy to ensure that any changes in your personal situation and the overall conditions of the economy are properly addressed.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

tom.mcbride@ceterawealth.com | (215) 412-7868