Cetera Financial Specialists LLC is a firm within the Cetera Financial Group, one of the largest networks of independent financial professionals in the United States. The firm specializes in supporting the unique needs of tax and accounting professionals who integrate financial and investment planning into their practices. It provides a comprehensive platform that includes brokerage, investment advisory services, and insurance solutions, enabling these professionals to offer holistic wealth management to their clients. Established to cater to this specific niche, the firm leverages the scale and resources of the broader Cetera network while offering tailored support and technology for its distinct advisor community.

Founded in

United States