Office information545 Metro Pl. South,
Dublin, OH 43017
|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|
Michael SchlegelBranch Manager
The Dublin, Ohio branch of Cetera® Investors is managed by Michael Schlegel. He has over 35 years of experience as a manager in the financial services industry. 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 Dublin, OH
Dublin is a great place to live. Located northwest of Columbus, the city is centrally located and home to many large corporations like Wendy’s Company, Ashland Inc., and Cardinal Health. Dublin’s economic vitality means you may have the opportunity to improve your wealth and grow your financial portfolio. Furthering your financial well-being is within reach—that’s where Cetera® Investors comes in to help.
Our team of financial managers in Dublin are here to help put your money to work. Equipped with proprietary software and high-tech tools, our wealth managers are ready to help you meet your financial goals, such as building a better budget, saving for retirement, investing in securities, or developing a college savings plan. At Cetera Investors, our focus is curating client experience, which is why we provide a relationship-driven approach to financial management and offer guidance that’s tailored to your goals.
Contact our Cetera Investors’ team of financial professionals in Dublin today to see how we can help you, or continue reading below to learn more about the services we provide.
Cetera Investors Frequently Asked Questions
Cetera Investors is made up of a team of financial managers in Dublin who are professional, flexible, and communicative, equipped with the tools and knowledge to provide strategic financial solutions. Our managers are highly experienced and will sit down with you one-on-one to devise a plan that's specific to your financial situation. Our primary focus is helping you find ways to improve your financial health based on your current circumstances, which is why we use an Advice-Centric Experience® framework to offer customized guidance.
One of the most common goals for people is to create a savings plan. Our financial managers offer financial services that may assist you in budgeting and making contributions to your savings account. Everyone has their own financial journey, and we're dedicated to helping you pave the way to your savings goals. Our Dublin financial professionals can help you develop savings accounts for:
- College funds
- Large purchases like a home, boat, or automobile
Along with financial solutions services, our wealth managers can also assist with other monetary goals. Are you looking to earn some passive income through investing in securities? Our financial managers have knowledge of the latest market trends to help you make informed investments. Or, are you looking to buy a new home or save for a new car? We can help with that, too. Our financial professionals are equipped with intuitive software solutions and are backed by a nationwide network of managers, so they may better manage your assets and wealth with useful insights.
When choosing a financial manager in Dublin, you should look for someone who is flexible, professional, and communicative. After all, it's your money, and you deserve someone you can trust to look out for your financial well-being. At Cetera Investors, our team of managers are focused on providing exceptional client service, as we believe strong relationships are the bedrock of a business's foundation.
When you work with our financial professionals in Dublin, you can feel confident that you know where your money is at all times and how it's being managed. This is because our wealth managers are dedicated to keeping you in-the-know and use a host of proprietary software solutions that make them knowledgeable about their industry.
Our suite of advanced resources include:
- 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.
- 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.
- 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.
Cetera Investors' team of financial managers in Dublin works by creating a customized financial plan that matches your lifestyle and financial situation. When you work with one of our wealth managers, they'll sit down with you to create a detailed plan that you can use to pursue your financial goals, from buying a new home or growing your retirement savings. We're experienced financial professionals, offering services in the Dublin, Columbus, Marysville, and surrounding areas.
How Do I Get Started with Cetera Investors?
Getting started with Cetera Investors in Dublin is easy. All you have to do is pick up a phone and dial 614.408.9941, or stop by our office in person to schedule a meeting. We’re conveniently located in downtown Dublin, right off I-270 and Highway 33 on Metro Pl. South. Finding a trusted financial manager can be stressful, but with our team located right by you, you’ll be able to feel more confident about your financial position and enjoy all the Buckeye State has to offer.
*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.