Office information

68 South Service Road,
Suite 100
Melville NY, 11747

Branch Team

John Surace
Branch Manager

Office Hours

Sunday Closed
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
Saturday Closed

Cetera Investors
East Long Island, New York Branch

Branch Address

68 South Service Road
Suite 100
Melville NY, 11747

Cetera Investors
East Long Island, New York Branch

Cetera Investors

John Surace

Branch Manager

Cetera Investors John Surace manages the Long Island East branch of Cetera Investors. John brings over 20 years of experience to the team. Cetera Investors financial professionals bring industry-leading experience and personal relationship building to all clients, whether you are planning for retirement, working to set up a household budget or anywhere in between.

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.

Experienced specialist:

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.

Proprietary Features

Cetera Investors

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.

Cetera Investors

Independent research:

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.

Cetera Investors

About Cetera® Financial Management

Cetera 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.


Investment Professional in Suffolk County, NY

Melville is conveniently located on the Long Island Expressway and Northern State Parkway. We think it’s one of the best places to live in New York, offering easy access to the city along with quality schools and friendly neighbors.

With a high cost of living, some folks in east Long Island think it’s impossible to save money for goals like retirement, college, buying a home or even starting a business. Cetera Investors is here to help. Our financial professionals use the Advice-Centric Experience to help you create long-term and short-term financial strategies.

Whether you’re a retiree, a young professional or somewhere in between, our team provides personal consultations, education and other services to help you pursue your financial dreams.


Cetera Investors Frequently Asked Questions

A Cetera Investors financial manager is a wealth professional who understands the value of a client-focused advice experience while incorporating the latest tech innovations into our techniques. The median household income in Independence is a competitive $93,000, but we may be able to help you increase your take-home past that figure with clever investing strategies built for the 21st century.

Cetera Investors’ professionals are passionate about guiding you as intentionally as they would a friend or family member. We are enthusiastic about our values and stay true to them. When you trust someone to manage your money, you want to know that they care about you, and not just their own bottom line. Our team of financial professionals in Independence is committed to proving just that.

You can choose a financial manager in Independence by deciding what your needs are, and then finding a manager who will tailor their plans to your goals. From those looking to start their financial journey to those planning their retirement and estate, Cetera Investors is dedicated to doing things your way.

It's not just our clients' experience we're passionate about, though. Our professionals in Independence are always on the hunt for new innovations to get your money moving. Our professionals have access to Cetera's unique suite of proprietary financial tech solutions and training platforms. They help ensure that our managers know how best to build your portfolio to meet your goals. Some examples of our tech and resources are:

  • 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.

Family, friends, building your career: these things matter most in life. We want you to be able to focus on those staples instead of worrying about your finances. That's why Cetera Investors is always learning new ways to improve our skills and finding opportunities to increase your passive income. By harnessing Cetera's nationwide network, our managers are uniquely capable of getting you where you want to be.

Cetera Investors' Independence wealth managers work by prioritizing your experience without sacrificing a keen knowledge of tech and innovation. If you're looking for help managing your assets anywhere in the Cleveland area, Independence Cetera Investors is the place to find the client experience you need to feel confident in growing your wealth.

Rather than offering a one-size-fits-all model for a financial management and investment strategy, we choose to be different. It's simple: every client has their own life path and financial goals. It just makes sense to tailor our advice to best match your experience, and to get to know you and your family along the way. We believe that strong relationships are the bedrock of a successful business model.


How Do I Get Started with Cetera Investors?

Looking for financial advice in East Long Island? Cetera Investors is accepting new clients. We offer services via the traditional commission model or a fee-for-service plan. Contact us today at (631) 465-2100.


*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.


 

Learn more about how we can help you and your legacy.