Cetera Investors - San Diego, California

Cetera Investors

Cetera Investors is a reputable financial consulting firm located at 9275 Sky Park Ct Suite 350, San Diego, CA 92123, United States. With a dedicated team of experts, the company specializes in providing comprehensive financial advice and services to clients seeking to secure their financial future.

Location and Contact Information

• Address: 9275 Sky Park Ct Suite 350, San Diego, CA 92123, United States
• Phone: 8586506830
• Website: cetera.com

Specialties and Services

Specializing in financial consulting, Cetera Investors offers a wide range of services to meet the unique needs of each client. Their expertise and dedication to excellence make them a trusted partner for individuals seeking to make informed financial decisions.

Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Opinions and Reviews

Cetera Investors has garnered a strong reputation within the community, with an impressive average rating of 4.3/5 based on 3 reviews on Google My Business. Clients appreciate the personalized attention and expert advice provided by the firm's team of financial consultants.

One client shared their experience of attending a social security info dinner hosted by Cetera, praising the event for validating valuable information. However, they also highlighted a minor mistake on a topic, emphasizing the importance of double-checking details from multiple sources. This demonstrates the firm's commitment to providing accurate and reliable financial advice.

Recommendation

If you are seeking a trusted financial consultant to help you navigate your financial journey, Cetera Investors is an excellent choice. Their knowledgeable team, commitment to accuracy, and exceptional customer service make them a standout option in the industry.

We highly recommend visiting their website to learn more about their services and how they can assist you in achieving your financial goals. Don't hesitate to contact them via phone or email to schedule an appointment and take the first step towards a brighter financial future.

👍 Reviews of Cetera Investors

Janice R.

3/5

We attended a social security info dinner at a local restaurant hosted by Cetera. It was nice to validate some info we had but there was one glaring mistake on one of the topics and accompanying slide. They were pitching that social security recipients who opted for early retirement prior to age 67 did not receive COLA increases each year. That they don’t kick in until age 67 which is totally incorrect. The SSA website clearly states that they begin at age 62. Otherwise the guy did a good job.

Brent C.

5/5

Cetera recently acquired Foresters Financial and is having an immediate positive impact on both clients & financial advisors.

They are implementing an advanced platform giving advisors every resource necessary to provide exceptional service & advanced investment strategies.

Cetera is a fantastic company with very personalized service.

D B.

5/5

Wonderful company with a wide range of services