Cetera Investment Services - Financial Planning, Insurance, Investments
Offering a range of financial services including retirement planning, insurance products, and various investment options such as stocks, bonds, mutual funds, and more. Contact us at 225-625-0047 for appointments. Securities and insurance products are provided through Cetera Investment Services LLC, with advisory services offered by Cetera Investment Advisers LLC. Know the disclosure regarding SmartVestor network and Dave Ramsey affiliation. Located at 5681 Commerce Street, St. Francisville, LA.
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Presentation Transcript
Cetera Investment Services
Our Team Our Dawn Biggs Deena Templain Joseph Malara Pamela Malara
Services Include Financial and Retirement Planning Insurance Investments/Products, including but not limited to: Common & Preferred Stocks, Certificates of Deposit, Treasuries, Bonds municipal, agency and corporate, Mutual Funds, Exchange Traded Funds, Annuities, Long Term Care, and Life Insurance Dave Ramsey SmartVestor Pro (SVP)
Contact Information Located at the Bank of St. Francisviile Please call us at 225-625-0047 to schedule an appointment We wish you a successful school year
Disclosure Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. 5681 Commerce Street, St. Francisville, LA 70775 (225) 635-0047
Disclosure Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Cetera Investment Services and is not sponsored or endorsed by Cetera Investment Services.
