Cetera Financial Specialists

Cetera Financial Specialists is a Financial Planner in Yonkers, NY. The firm serves clients seeking independent financial guidance, leveraging the scale of a national wealth hub to connect individuals with the insights and support needed to pursue their financial goals. The business operates within a network that supports approximately 9,000 independent financial professionals, including solo practitioners, teams, ensemble organizations, and institutional professionals, with offices in all 50 states.

The organization traces its history to 1981, when Cetera Advisors and Cetera Financial Specialists were founded, predating the formal establishment of the Cetera brand in February 2010. Cetera Wealth Services was established in 1983, and Cetera Investment Services in 1984. Cetera is owned by Genstar Capital, which assumed majority ownership in 2018. The firm is one of four broker-dealers within the network, alongside Cetera Wealth Services, Cetera Investment Services, and Cetera Advisors. All broker-dealers are members of the Securities Investor Protection Corporation and the Financial Industry Regulatory Authority. The business utilizes Fidelity Investments’ National Financial Services LLC and Pershing LLC for clearing solutions.

The firm’s approach centers on the Advice-Centric Experience, a framework designed to empower financial professionals to deliver personalized, comprehensive service that demonstrates value on the balance sheet. The business utilizes a proprietary platform to facilitate client collaboration and offers customized marketing plans intended to assist with brand strengthening and client engagement. The company emphasizes trusted financial advice as a means to change lives and create better futures for families and communities. It also engages in charitable efforts through its nonprofit arm, Caring Cetera, which supports initiatives such as the Diversity in Financial Planning Scholarship Program, Youth on Record, and Soldiers’ Angels.

Cetera Financial Specialists brings decades of experience in independent financial guidance to Yonkers, NY, offering clients the stability of a long-established national network combined with personalized, advice-centric support for their financial futures.

Cetera Financial Specialists is located on Caryl Ave in Yonkers, NY, about 0.2 miles from Broadway and South Broadway. The office is also near Las Hermanas Mirabal Community School, which is about 0.3 miles away.

BizScoreAI gave the business a Technical score of 85 out of 100, ensuring the website is secure and indexable so search engines can read it without errors. The Discoverability score is 75 out of 100, confirming that AI crawlers can access every page to allow AI assistants to recommend the business.

Services:

• Onboarding Support
• Program Success Design
• Research and Insights
• Technology and Tools for Advisors
• Wealth Management Solutions