Office information255 Woodcliff Dr.
Fairport, NY 14450
|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|
James HenryBranch Manager
The Buffalo & Rochester, New York branch of Cetera® Investors is managed by James Henry. He has 16 years of experience in the role and has spent over 20 years in the financial 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 Fairport, NY
Fairport is considered one of America’s best places to live—but we don’t have to tell you that. Here’s what we’ll say: when you’re living near Fairport, NY, you have a wonderful opportunity to further your financial well-being and increase your wealth. With a sound financial plan in place, you and your family can prepare for the future.
That’s where Cetera® Investors can help. Cetera Investors is made up of a team of experienced financial managers near Fairport, New York who can assist you in:
- Financial Solutions
- Wealth Management
- Small Business Solutions
Cetera Investors can help you make positive financial choices so you and your family may be able to live a
more comfortable life. Our skilled financial managers can help you build a better budget, invest in securities,
develop a saving plan, and more. We have a relationship-driven approach to financial management—our guidance
is specifically tailored toward your financial goals, and no one else’s. We’re only successful if you’re satisfied.
Contact Cetera Investors today and see how our Fairport financial managers can help you, or keep reading and learn more about our services.
Cetera Investors Frequently Asked Questions
Our Fairport financial managers provide:
- 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.
If you want to step toward healthier finances and ease the burden that may come with budgeting, contact one of our managers at Cetera Investors.
Our Fairport financial managers are experienced in wealth management. With a proper wealth management
plan, you can establish passive income and soundly position your assets.
Own a home? We can help you manage that asset, which is the greatest source of wealth for most average Americans. Or, we can provide guidance if you would like to buy a second home as an investment property. If you’re looking to buy your first house, we can assist you with budgeting and credit score management so that you may be able to provide a strong down payment and receive the lowest possible interest rate on your mortgage.
Investing in the stock market is one of the best ways to develop a passive income, which can fuel your retirement or augment your budget for spending. Don’t know the first thing about investing in securities? No problem—our financial managers are happy to guide you through each step of the process. Already own securities? We can help you develop a reinvestment plan so you can continue to grow your wealth. You’ll have access to our Cetera brokerage firm, which can facilitate trades.
Wealth management is one of the most important facets of any financial plan, so get started today.
Fairport, NY has a pretty wide economic divide, which can make it difficult to open a small business—but not impossible with Cetera Investors in your corner. We can provide financial guidance for both new and established businesses.
If you’re a small business owner, you might find it challenging to manage both your personal and business finances. How much of your business profits should you pocket, and how much should you save or reinvest? Our Fairport financial managers can provide you with guidance on those types of decisions.
How Do I Get Started with Cetera Investors?
Getting started with Cetera Investors is easy. Visit our office at 255 Woodcliff Drive, or call us at 585.240.2700. We’ll take a few minutes to chat with you about your financial situation and your financial goals—it’s that easy. Get in touch with our Cetera financial advisors in Fairport and see how we can help you.
*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.