Broker Check

Through Cetera Financial Specialists we provide help in the following areas:

Investments

  • Educational IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA

Financial Consulting

  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning

If you have any questions please email or call us.

Susan Jones, Registered Representative, [email protected]
Securities offered through Cetera Financial Specialists LLC, Member FINRA/SIPC . Accounting and Tax Services are offered solely through Winterset CPA Group, Inc. which is not Affiliated with Cetera Financial Specialists LLC.