Cetera Wealth Partners is a region of Cetera Wealth Services, LLC
Business details
- Category
- Financial Services · Financial planner, Financial consultant
- Address
- 31 E Julian St, San Jose, CA 95112
- Phone
- (408) 249-4612
- Website
- fmg-group.com
- County
- Santa Clara County
Hours
- Monday: 9:30 AM–3:30 PM
- Tuesday: 9:30 AM–3:30 PM
- Wednesday: 9:30 AM–3:30 PM
- Thursday: 9:30 AM–3:30 PM
- Friday: 9:30 AM–3:30 PM
- Saturday: Closed
- Sunday: Closed
About
Cetera Wealth Partners brings financial planning, investment consulting and brokerage services to San Jose and the South Bay. We help individuals and families in San Jose and across Santa Clara County build a clear plan for their money, from everyday goals to long-term investing.
Our team works with clients to understand their priorities, then designs investment strategies that fit their timeline and comfort with risk. As part of Cetera Wealth Services, LLC, we bring a wide range of planning and brokerage resources to every relationship.
We welcome new clients who want a steady, honest partner for their financial decisions.
To learn more about how we can help, visit our website or stop by to talk with us.
Our team works with clients to understand their priorities, then designs investment strategies that fit their timeline and comfort with risk. As part of Cetera Wealth Services, LLC, we bring a wide range of planning and brokerage resources to every relationship.
We welcome new clients who want a steady, honest partner for their financial decisions.
To learn more about how we can help, visit our website or stop by to talk with us.