Most people take their health seriously. Routine checkups with your doctor or dentist are part of everyday life. Why should your financial health be any different? Too many times, we meet with people who have investments and products that have not been reviewed in years. As your life and goals change, it’s imperative that your financial plan and portfolio stay up to date.
Our complimentary checkup does just that. We review the cost, risk, and benefits of your portfolio, and assess your overall financial well-being.
Investment Advisory Services offered through Bright Futures Wealth Management, LLC and/or Cetera Advisors LLC – registered investment advisers. Securities offered through Cetera Advisors LLC. Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera Advisors LLC, Rochester Wealth Partners, and Bright Futures Wealth Management, LLC are separate companies.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors 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 representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com
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.
