Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), 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/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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 Banking Center, with the comfort of a familiar face. Your Financial Professional is highly qualified to recommend personalized tools and techniques to 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.
*For a comprehensive review of you personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice.
Contact Us today about how we can help you prepare for your future!
Meet Your Financial Professional
A lifetime Stephens County resident, Amy has been in the financial service industry since 1993. She has been selling investments for over 15 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. You can contact Amy at 877-976-2265, by email at email@example.com
Check the background of this investment professional on FINRA's BrokerCheck
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
Registered Address & Phone Number:
923 W. Main St.
Duncan, OK 73533