You can rely on us for providing solutions that foster the long-term success of your business. We realize that every business is unique and take a personalized approach to help you reach your goals.

Key Person Insurance, pressing enter will expand this item for more options

Keep your business functioning when a key employee passes away.

Funding for Buy/Sell Agreements, pressing enter will expand this item for more options

Avoid the shut down of an unincorporated business due to the death of an owner.

Employer- Sponsored Retirement Plans - SEP, Simple, Individual 401(k) Plans, pressing enter will expand this item for more options

Are you considering sponsoring a retirement plan for your employees? A retirement plan can help:

  • Reduce your business taxes
  • Provide potential tax credit
  • Provide an attractive benefit to help recruit, reward, and retain valuable employees

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 tax advice.

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 insured . May lose value . Not financial institution guaranteed . Not a deposit . Not insured by any federal government agency. Located at: 744 Main Street, Stroudsburg, PA 18360

View Cetera Investment Services privacy policy and other important information.

Financial Professionals 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.

Check the background of your investment professional on FINRA's BrokerCheck.