Cetera Investors 255 Woodcliff Drive, Fairport, NY 14450

Cetera Investors is a finance institution located at 255 Woodcliff Drive in Fairport, New York, United States. With 43 fully staffed and equipped branch offices, Cetera Investors offers financial advisors the opportunity to have a strong presence in their local community while still maintaining ownership of their book and independence.

The institution helps advisors identify areas with growth potential, provides resources and best practices to support their business, and sends high-intent, screened client leads directly to their inbox. Cetera Investors also assists with succession planning, marketing presence, client engagement, and practice management.

With a focus on overachieving rather than overhead, Cetera Investors offers mentorship, resources, and administrative support to help advisors maximize their bottom line. The institution also provides supervisory teams to ensure compliance with regulations and offers a range of services from fund selection to asset-allocation guidance.

Clients can benefit from an interactive financial planning experience, informative research and insights, and access to legal and tax specialists within the institution. Business-owner clients can enhance their operations with retirement plan solutions through Cetera Investors' in-house TPA.

President & CEO, LeAnn Rummel, emphasizes Cetera Investors' strong community values and commitment to helping clients pursue financial freedom at all stages of life. The institution offers the freedom of independence with the efficiency of teamwork, providing advisors with the support they need to accelerate their career.