Dedicated to tax professionals like you.
The best of both worlds, made even better
Grow both your tax and wealth management businesses with Cetera Financial Specialists’ high-touch, red-carpet support, and holistic understanding of your business model.
Boutique
901
financial professionals*
Trusted
97%
financial professional retention rate*
Experienced
15.6 yrs
average team tenure*
Get securities registered on us
We’ll cover the cost to get you fully registered and even pay your initial affiliation fees through our PRO Package.**
Find new growth with our customized benefits
High-touch support
Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.
High-touch support
Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.
“Our family culture is inevitable, born of the personal relationships created by our high-touch support. Success is just easier in that environment of trust.” Ron KruegerPresident
Talk with us today
Connect with one of our Business Development Specialists to learn about our Accesslink onboarding process and how we help tax preparers, CPAs, and enrolled agents build thriving wealth management practices.
*Number of financial professionals as of April 30, 2025. Average retention rate form 2022 - 2024. Average team tenure as of Dec. 31, 2024.
**Certain criteria apply. Contact us for complete details.