Don't let your cash sit idly. Leverage automated, low-cost portfolio management tools designed to help you pursue your goals for retirement, college funding, a major purchase, or an emergency fund. And, when you need a bit more guidance, our financial consultants are just a phone call away.
Explore alternative opportunities to grow your investments.
All figures represent performance of a hypothetical account with a one-time investment of $10,000 in January 2016 over a 5-year period. The graph assumes 0.79% interest rate for a 5-year Certificate of Deposit, and 0.06% interest rate for an Interest Bearing Savings account, the national averages in January 2016. The S&P 500 is used as a stock market baseline and the data is based on the S&P 500 Periodic Reinvestment Calculator. The projected returns and comparisons to major indices are estimates and for illustrative purposes only. It is not possible to invest directly in an index and the returns are not indicative of any actual investment. Actual investment results may differ substantially.
Access automatic professional money management tools and low cost investment options tied to the asset allocation that best fits your needs.
• A low $5,000 minimum investment gives you access to a diversified investment portfolio.
• A personalized dashboard and 24/7 connection allows you to track your investments and view your investment picture.
• An automated investment portfolio with the support of your financial consultant when need it.
Apply online or contact your financial consultant and begin benefitting from the power of digital investing.
Investment and insurance products are: NOT FDIC Insured | May Lose Value | Not Bank Guaranteed | Not Deposits | Not Insured by Any Federal Government Agency
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Located at: 135 N. Los Robles Ave, Pasadena, CA 91101 Toll-Free 888.978.8617
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), 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. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.