You empower clients with more holistic service.
We do the same for you.

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Specialized support for a specialized practice

As the leading growth consultant for tax and accounting professionals integrating wealth management into their practices, we know what it takes to help both sides of your business flourish.

Consistent income stream

$2,500

per year
per tax client

Average revenue increase experienced by Cetera tax professionals who’ve added wealth management to their tax practice.

Based on internal analysis of Cetera Financial Specialists-affiliated tax professionals

See what your peers are saying

“Cetera provides the framework and resources necessary to empower us as advisors to provide a first-class experience for our clients.”

Shannon Astrike

Shannon Astrike

Astrike Financial PLLC

“We've been with Cetera since 1999. Within their world-class culture, we've built an amazing practice which allows us to service more clients and deliver more value.”

Joel Johnson

Joel Johnson

DeLong & Brower

Accelerate your advisory business

Growth

*Certain criteria apply. Contact us for complete details.

Dedicated to tax professionals

We’ve never taken a one-size-fits-all approach to those we serve, so it should be no surprise we have a firm singularly focused on serving tax professionals like you.

Explore Cetera Financial Specialists
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Woman using Accesslink onboarding experience on computer

Hesitant about a move?

We get it—and we solved for it. Our extremely high-touch Accesslink onboarding experience keeps your focus on your clients and your business, not your move.

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Talk with us today

Connect with one of our Business Development Specialists to learn how our holistic approach can benefit your entire business.

Alex
Alex Riccobono
Business Development Specialist
(206) 714-5985
Kelli
Kelli Faraci
Business Development Specialist
(480) 852-6551