Cetera Investors - San Diego, California

Overview of Cetera Investors

Cetera Investors, located at 9275 Sky Park Ct Suite 350, San Diego, CA 92123, stands out as a reputable financial consulting firm. Their contact number 858-650-6830 and website cetera.com are easily accessible, providing potential clients with straightforward ways to reach out. With a focus on financial consulting, Cetera Investors specializes in guiding individuals and businesses through complex financial landscapes, ensuring they make informed decisions.

Accessibility and Convenience

One of the key features of Cetera Investors is their commitment to accessibility. The office is wheelchair accessible, complete with an entrance, parking lot, and restrooms designed to accommodate all visitors. This attention to detail ensures that everyone can access their services comfortably and without hassle.

Customer Feedback and Expertise

Customer opinions highlight the knowledgeable and helpful nature of Cetera's staff. Despite a minor inaccuracy noted in a social security information dinner, overall, clients appreciate the insightful advice and professional guidance offered. With just 3 reviews on Google My Business, although the average opinion rating is a commendable 4.3/5, this small sample suggests a strong foundation of customer satisfaction and trust in their expertise.

Recommendations for Potential Clients

For those considering reaching out to Cetera Investors, it's advisable to schedule an appointment. This proactive step ensures personalized attention and the opportunity to discuss specific financial concerns in detail. Given their specialties in financial consulting, Cetera is well-equipped to offer tailored advice and strategies.

Getting in Touch

To explore how Cetera Investors can assist with your financial needs, visiting their website cetera.com or calling 858-650-6830 is the first step. Their wheelchair accessible location makes it convenient for everyone to visit in person. Given the average high rating and the commitment to accessibility, Cetera Investors presents a reliable choice for anyone seeking expert financial advice.

👍 Reviews of Cetera Investors

Janice R.

3/5

We attended a social security info dinner at a local restaurant hosted by Cetera. It was nice to validate some info we had but there was one glaring mistake on one of the topics and accompanying slide. They were pitching that social security recipients who opted for early retirement prior to age 67 did not receive COLA increases each year. That they don’t kick in until age 67 which is totally incorrect. The SSA website clearly states that they begin at age 62. Otherwise the guy did a good job.

Brent C.

5/5

Cetera recently acquired Foresters Financial and is having an immediate positive impact on both clients & financial advisors.

They are implementing an advanced platform giving advisors every resource necessary to provide exceptional service & advanced investment strategies.

Cetera is a fantastic company with very personalized service.

D B.

5/5

Wonderful company with a wide range of services