Broker Check

Products & Services

Accounting Services Offered Include:

  • Individual Tax Return Preparation
  • Corporate Tax Return Preparation
  • Tax Planning for Businesses and Individuals
  • Advise on New Business Start-Ups
  • Payroll and Sales Tax Return Preparation
  • Business Privilege Tax Return Preparation
  • Small Business Bookkeeping

As a Registered Representative With Cetera Financial Specialists LLC, I Can Offer:

  • A Sound Investment Strategy Through Diversification
  • Plans for Building and Accumulating Wealth
  • Educational Investment Strategies
  • Pre- and Post-Retirement Planning
  • SEP-IRA and SIMPLE-IRA Plans For Small Business Owners
  • Traditional and Roth IRAs and IRA Rollovers
  • Full Service Brokerage
  • Estate Planning Strategies
  • Variable Annuities
  • Fixed Annuities
  • Insurance (Life/Long-Term Care)

Mutual funds, annuities, and other investment products are not insured by the FDIC, or any other government agency, are not deposits or other obligations of, or guaranteed by, any bank or any affiliate and are subject to investment risks, including possible loss of principal amount invested.