Services
Services
How We Work
Specializing in assisting you develop sound retirement strategies. If you are retired – or approaching retirement – you will have a trusted advisor with you.
Take the mystery out of investing and preserving wealth by understanding the many challenges of retirement today with your personalized financial strategy and hands-on service. Our focus on money management, as well as other issues, are critical to your financial well-being and success.
We welcome you to take some time to explore our website and the wealth of information we have to offer for your future, today.
Investments
Annuities
Bonds
Brokerage Accounts
Certificates of Deposit (CD)
Exchange-Traded Funds (ETF)
Government Securities
Individual Retirement Accounts (IRA) – Roth and Traditional
Mutual Funds
Real Estate Investment Trusts (REIT)
Savings Incentive Match Plan for Employees (SIMPLE IRA)
Simplified Employee Pension Plans (SEP IRA)
Stocks
Uniform Gift to Minors
Unit Investment Trusts (UIT)
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.
mn-investments@ceterais.com | 877-741-1140