What does Cetera mean for you?
Whether it’s an early retirement or launching a business, building a dream home or funding a child’s education – you have financial goals. Cetera makes it easier to achieve those goals with an unwavering commitment to your financial success and a comprehensive offering of products and services. You get the strength of a prominent national investment and insurance firm, at your convenient local Banking Center, with the comfort of a familiar face. Your Financial Professional is highly qualified to recommend personalized tools and techniques to help make your plans a reality.
Our experience helps you: Take charge of your finances.Understand your financial goals and priorities.Invest for a comfortable retirement.Review your financial portfolio.Utilize diversification and asset allocation techniques.Fulfill your business needs.Protect your family’s future with life insurance.Maintain your independence with long-term care insurance.Provide for college expenses.Minimize taxes through tax-advantage investing.*Protect your ability to earn income.Create a legacy for your loved ones by efficiently passing on your assets.
Contact Us today about how we can help you prepare for your future!
Meet Your Financial Professionals
A lifetime Stephens County resident, Amy has been in the financial services industry since 1993. She has been selling investments for 10 years and also holds Oklahoma Life and Variable Life Insurance licenses. She has served our community in civic organizations, such as Jaycees, CTAC, Chamber of Commerce Ambassador, and is currently on the Comanche School Board. The Duncan Banner even named her in their “Top 40 under 40” List. You can contact Amy at (877)976-2265, by email at email@example.com, or visit her at the Duncan Main Banking Center.
Securities and advisory services offered through Cetera Investment Services LLC, member SIPC/FINRA. Investments are: * Not FDIC insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency
Cetera is not affiliated with the financial institution where investment services are offered.
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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