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Cetera Investors,

1702 E Highland Ave #204, Phoenix, AZ 85016, United States

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About Us

Cetera Investors
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Cetera Investors is a finance institution located at 1702 East Highland Avenue in Phoenix, Arizona, United States. With 43 fully staffed branch offices, we offer financial advisors the opportunity to maintain ownership of their book of business while still benefiting from the resources and best practices we provide. Our goal is to help advisors grow their client base, increase wallet share, and simplify their advertising and client engagement efforts.

We offer local, high-intent client leads, succession planning services, multimedia marketing support, and a unified advisory platform for advisors to streamline their operations. Our professional marketing services, mentorship, and administrative support help advisors focus on exceeding their goals rather than getting bogged down by administrative tasks.

With our supervisory teams, fund selection guidance, asset-allocation advice, and interactive financial planning tools, advisors can provide clients with a comprehensive financial planning experience. Our legal and tax specialists, as well as our turnkey retirement plan solutions, help advisors address clients' complex needs and enhance their business operations.

At Cetera Investors, we prioritize community values and the pursuit of financial freedom for clients at all stages of life. President & CEO LeAnn Rummel emphasizes our commitment to empowering advisors with the freedom of independence and the efficiency of teamwork. Connect with one of our branch managers to learn more about our Accesslink onboarding experience and see how Cetera Investors can help accelerate your career in finance.

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Hours open

Monday:

9:00 AM - 5:00 PM

Tuesday:

9:00 AM - 5:00 PM

Wednesday:

9:00 AM - 5:00 PM

Thursday:

9:00 AM - 5:00 PM

Friday:

9:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

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Contact Us

Direction
1702 E Highland Ave #204, Phoenix, AZ 85016, United States
(602) 841-2627
ceterainvestors.com
Call Website
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Reviews

New Review
Rating (required):
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Lisa Gomez:
5

"Montse is amazing. She is knowledgeable and so non judgemental. She also makes things easy to understand."

1 year ago
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