Our Products and Services

Our firm provides help making well-informed decisions in the following areas:

INVESTMENTS:

  • Advisory Accounts
  • Annuities
  • Mutual Funds
      -  Fixed
  • SEP (Simplified Employee Pension)
      -  Variable
  • Simple IRA
      -  Indexed
  • Roth and Traditional IRA
  • 529 College Savings Plans
  • Coverdell Education IRA
  

 

INSURANCE:

  • Life - Term Life, Whole Life and Variable Life
  • Health - Medicare and Individual (Affordable Care Act)
  • Long Term Care
  • Small Group Plans
  • Disability Insurance
  • Home, Auto and Umbrella Insurance
 
  • Business Insurance

 

WE ALSO OFFER ASSISTANCE IN:

  • Advisory Services
  • Tax Planning with Qualified Tax Professionals
  • Retirement Funds

401(k) and 403(b) plans
  • Estate Planning with Qualified Attorneys
   
Your financial goals and insurance concerns are our business!



If you have any questions, let us know.  Please email or give us a call

paul.scott@ceterawealth.com

(540) 891-9331

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Wealth Services LLC nor any of its representatives may give legal or tax advice.