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Investing Services

Receive a free consultation to discuss potential investment options based upon your financial goals and time frame.

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Profit Sharing Plans

A profit-sharing plan offers business owners a tax-advantaged way of sharing profits among their employees. Employers make discretionary tax-deductible contributions, which are then allocated to the individual accounts of participating employees.

Tax Advantages

The employer’s contribution to each employee’s account is not considered taxable income to the employee. Earnings accumulate on a tax-deferred basis.


Not FDIC Insured  |   Not a Deposit May Lose Value
Not Bank Guaranteed  |  Not Insured by any Federal Government Agency

Cetera Investment Services is an independent, registered broker/dealer and registered investment adviser. Member SIPC/FINRA. Securities and insurance products provided by Cetera.

For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice. Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided.

View Cetera Investment Services privacy policy and other important information.

Investment executives 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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