Dedicated to tax professionals like you.

Connect with Us

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*

No license? No problem!

Whether you're a tax pro without a securities registration or an advisor without a CPA or EA license, we can help you get the credentials you need or facilitate a strategic partnership so you can offer your clients greater finanical well-being.

Business man looking at financial graphs on computer

Find new growth with our customized benefits

Growth
Efficiency
Client Experience

Find your growth levers

We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.

Fill your pipeline with leads

Attract and engage motivated prospects through events and direct leads, with up to 100% cost reimbursement.

Succession and continuity planning

We can help you plan your succession to provide financial safety for your family or realize your business’ equity when you retire.

Make your brand in-demand

Create a multimedia marketing presence to drive measurable results attracting and engaging clients and prospects.

Scalable advisory tools

Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.

Marketing as easy as point and click

Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.

High-touch support

Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.

Guided compliance

Stay on the right side of regulation with supervisory teams that always endeavor to say “Yes, and here’s how.”

Institutional-grade advice

From fund selection to asset-allocation guidance to ready-made portfolios, we can help you solve for any client goal.

Strengthen client connections

Give your clients an interactive financial planning experience that fosters confidence and makes collaboration easy.

Provide clarity in the value you bring

Showcase the value of your service to clients with our informative research and insights.

Answer your clients’ biggest retirement question

You’ll be empowered to show clients, in a single meeting, how they can have enough money in retirement.

Solve clients’ most complex challenges

Our in-house team of highly credentialed legal and tax specialists can help you solve clients’ most intricate needs.

Expand capabilities for business owners

Help business-owner clients enhance their operations with turnkey retirement plan solutions through our in-house TPA.

Growth

Find your growth levers

We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.

Fill your pipeline with leads

Attract and engage motivated prospects through events and direct leads, with up to 100% cost reimbursement.

Succession and continuity planning

We can help you plan your succession to provide financial safety for your family or realize your business’ equity when you retire.

Make your brand in-demand

Create a multimedia marketing presence to drive measurable results attracting and engaging clients and prospects.

Efficiency

Scalable advisory tools

Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.

Marketing as easy as point and click

Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.

High-touch support

Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.

Guided compliance

Stay on the right side of regulation with supervisory teams that always endeavor to say “Yes, and here’s how.”

Institutional-grade advice

From fund selection to asset-allocation guidance to ready-made portfolios, we can help you solve for any client goal.

Client Experience

Strengthen client connections

Give your clients an interactive financial planning experience that fosters confidence and makes collaboration easy.

Provide clarity in the value you bring

Showcase the value of your service to clients with our informative research and insights.

Answer your clients’ biggest retirement question

You’ll be empowered to show clients, in a single meeting, how they can have enough money in retirement.

Solve clients’ most complex challenges

Our in-house team of highly credentialed legal and tax specialists can help you solve clients’ most intricate needs.

Expand capabilities for business owners

Help business-owner clients enhance their operations with turnkey retirement plan solutions through our in-house TPA.

Talk with us today

Connect with our Business Development team to discover how Cetera can empower your success.

Contact Us

*Number of financial professionals as of April 30, 2025. Average retention rate form 2022 - 2024. Average team tenure as of Dec. 31, 2024.

Dedicated to tax professionals like you.

The best of both worlds, made even better

Boutique901

Trusted97%

Experienced15.6 yrs

No license? No problem!

Find new growth with our customized benefits

Find your growth levers

Tech to manage, and attract, business

Fill your pipeline with leads

Succession and continuity planning

Make your brand in-demand

Scalable advisory tools

Marketing as easy as point and click

High-touch support

Guided compliance

Institutional-grade advice

Strengthen client connections

Provide clarity in the value you bring

Answer your clients’ biggest retirement question

Solve clients’ most complex challenges

Expand capabilities for business owners

Find your growth levers

Tech to manage, and attract, business

Fill your pipeline with leads

Succession and continuity planning

Make your brand in-demand

Scalable advisory tools

Marketing as easy as point and click

High-touch support

Guided compliance

Institutional-grade advice

Strengthen client connections

Provide clarity in the value you bring

Answer your clients’ biggest retirement question

Solve clients’ most complex challenges

Expand capabilities for business owners

Talk with us today

Boutique
901

Trusted
97%

Experienced
15.6 yrs