We help build strong roots for a strong financial future.
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WHAT WE DO
OUR MISSION
At the core of our mission lies a dedication to fostering exceptional client relationships as the cornerstone of every successful financial strategy. Our commitment extends beyond meeting expectations – we strive to exceed them at every turn. To uphold this standard of excellence, we collaborate with top-tier CPAs and estate planning attorneys. This strategic partnership not only ensures the highest quality of service but also provides you with the assurance that your financial affairs are managed with the utmost efficiency and confidentiality.
6 Key Things to Review Before You Retire
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What does retirement mean to you?
Retirement isn’t the final chapter in the book of life. But rather, a new beginning.
FAQs
Please reach us at amanda@aldertreefinancial.com if you cannot find an answer to your question.
Yes! Everyone can benefit from financial advising. We can help you make your best financial decisions at any income level and time horizon.
We will work with you to help you establish the right balance of risk and reward for your investments and to give you the comfort and confidence of knowing that your money is working for you.
Life insurance can be an important part of your overall financial plan and can be much more than just preparing your estate and protecting your legacy.
Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Advisory services also offered through The Patriot Financial Group, LLC and Cetera firms are under separate ownership from any other named entity.
CLICK HERE FOR A COPY OF THE PATRIOT FINANCIAL GROUP RELATIONSHIP SUMMARY (FORM CRS) Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
Important Information and Form CRS | Business Continuity from FINRA to consider before transferring your account.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists 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 Financial Specialists LLC site at www.ceterafinancialspecialists.com