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Flagship Services

Cash Flow Analysis & Portfolio Reviews

Review how effectively resources and investments are being utilized to support financial goals.

Tax Intelligent Planning

 Implementing tax mitigation and deferral strategies to optimize financial outcomes.

Estate and Legacy Planning 

Guidance on how to preserve and transfer wealth across generations. 

Fiduciary Oversight 

Ensuring responsible management and compliance of retirement plans and benefits.

Retirement Plan Benchmarking 

Compare retirement plan features, performance, and costs against industry standards or similar plans to ensure effectiveness of plan.

Workplace Benefits and Education

Providing tailored benefits and educational programs to enhance employee satisfaction and retention.

Retirement Income Optimization

Involves planning for factors like tax efficiency, withdrawal strategies, and longevity.

​Strategic Investment Management

Utilizing various investment instruments for effective accumulation vs decumulation. 

Business Succession Strategies 

Crafting effective strategies for smooth and successful business transitions.

*Cetera Investment Services LLC exclusively provides investment products and service through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice

Have any questions? Reach out below!

Thank you!

Contact 

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13450 W Sunrise Blvd

Suite 240

Sunrise, FL, 33323

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Office: 954-628-4100 

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Camilo.mayorga@ceterainvestors.com

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Check the background of your financial professional on FINRA's BrokerCheck.

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

 

Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.

 

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.

 

Investment products are:

 

Not FDIC Insured      No Bank Guarantee    May Lose Value     Not a Bank Deposit   

Not Insured by any Federal Government Agency

 

Click here to view Cetera Investment Services, other Important Disclosures and Form CRS and Business Continuity Plan.

 

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services 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 advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.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.

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