Office information400 Southpointe Blvd.
Canonsburg, PA 15317
|Monday||9:00 am - 5:00 pm|
|Tuesday||9:00 am - 5:00 pm|
|Wednesday||9:00 am - 5:00 pm|
|Thursday||9:00 am - 5:00 pm|
|Friday||9:00 am - 5:00 pm|
JEFF RUSSOBranch Manager
The Canonsburg, Pennsylvania branch of Cetera® is managed by Jeff Russo, Branch Manager and Vice President. He has 35 years of experience in the financial services industry with 27 years in various senior leadership roles. At Cetera Investors, we believe that our clients deserve more than a financial solutions provider—they deserve a partner who will help them prosper and improve their community. Schedule an appointment today to discover the Cetera Investors difference.
Services offered at this branch:
Ongoing education and training:
Our team stays up to date on the latest industry information and trends through on-demand training and live workshops and events—all designed to help us serve your needs better.
Your financial professional is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate planning, insurance options, and more.
Support for retirement plans:
Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Technology that keeps you in sync:
Our proprietary platform, AdviceWorks™, ensures you're always connected with your professional—view your account information at any time, from any device and keep track of reports, statements, and other important financial information.
Our in-house research team, Cetera Investment Management, supports your financial manager with a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape.
About Cetera® Financial ManagementCetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
Financial Manager in Canonsburg, PA
If you’re from Canonsburg or somewhere nearby, you know the welcoming feeling this quaint town provides.
When you’re looking for a financial manager, you want one who can match these small-town values and
appreciate your interests. At Cetera® Investors, our team of financial managers prioritizes client experience by
taking an individualized approach to building your financial portfolio.
A suburb on the outskirts of Pittsburgh, Canonsburg is a popular place to live for those seeking a suburban residence with easy access to The Steel City. If you’re looking to grow your passive household income, our managers can help. Using an Advice-Centric Experience® framework, our team of financial professionals provides a client-focused managing experience that’s curtailed to your specific financial needs.
Cetera Investors Frequently Asked Questions
Our Canonsburg financial managers are professional wealth managers who are flexible, knowledgeable, and experienced. Backed by Cetera's nationwide network of managers, with access to proprietary software and technical tools, our efficient financial professionals are ready to help put your money to work. With these cutting-edge solutions readily available, you can be confident knowing your assets are being properly managed.
Rather than offering a one-size-fits-all model, Cetera Investors provides a tailored experience made to suit your goals. We're committed to your growth, which means we'll analyze your assets so you know how they're doing at all times. We make this possible with our suite of in-house platforms, including:
- AdviceWorks™: This proprietary platform ensures you're always connected with your manager—view your account information at any time from any device and keep track of reports, statements, and the info you need to keep an eye on your finances.
- Independent research: Our in-house research team, Cetera® Investment Management, supports your financial manager with a wealth of independent research and advice designed to make sense out of the complex economic landscape. They offer insights that promote your financial well-being.
- Experienced specialists: Your financial manager is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate preparation, insurance options, and more.*
- Support for retirement plans: Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
- Ongoing education and training: Our team of professionals stays on the cutting edge of industry information and trends through on-demand training, live workshops, and educational events—all designed to help our managers meet your needs.
When you go to bed at night, you don’t want to stress about the status of your finances. That’s why you need to choose a financial manager who you can trust. By choosing Cetera Investors’ financial manager in Canonsburg, you can be confident knowing your assets are in good hands. Our team of professional financial managers are dedicated to making your money grow. Not only are they invested in your needs, but they’re also flexible, knowledgeable, and masters of their trade, which are all the qualities you want in a financial manager.
When you're ready to put your money to work, you want a wealth manager who is dedicated to your goals. Whether you're looking to create a college fund for your children, build a strong retirement savings account, or put your money into the stock market, Cetera Investors can help. We believe in building a strong relationship with our clients and community, which is why we aim to create a personalized plan to focus on your financial portfolio. This way, you can focus on the things that matter most to you, whether that's spending more time with your kids or kick-starting your own business.
Cetera Investors' team of financial managers in Canonsburg works by maintaining open lines of communication, a flexible schedule, and a professional demeanor to get you ahead in life. Offering services in Canonsburg, Pittsburgh, Washington, and surrounding areas, Cetera Investors is a trusted neighborhood financial professional.
Our service works by sitting down with you and devising a plan that matches your budget and your lifestyle. We know that everyone is on their own financial journey, which is why we work to pave a path that is unique to your goals. With our advanced software solutions and industry-leading tools, we can help make this happen.
How Do I Get Started with Cetera Investors?
Getting started with Cetera Investors in Canonsburg is easy. All you have to do is give us a call at 724.873.1343 or stop by our office at 400 Southpointe Blvd. We’re conveniently located right off Exit 48 of I-79, which means there’s no excuse when it comes to taking control of your financial future. Whether you want to create an emergency fund or save for a new home, our financial professionals can help your money work harder and smarter to get you there.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investors nor any of its representatives may give legal or tax advice.