Office information60 Merritt Blvd,
Fishkill, NY 12524
|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|
Millie FranceBranch Manager
The Hudson Valley branch of Cetera® Investors is managed by Millie France, VP and Branch Manager. She has over 9 years of experience 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 Fishkill, NY
You know how important the right managing experience is when you’re searching for help with everything from
management for retirement to saving for a new home. Cetera® Investors’ Fishkill managers are ready and able to
provide you exactly what you need, right when you need it.
We believe that when your money is on the line, you should be the one in control of your plan. Come into our office for a personalized management experience. You’ll always know that you’re in control of your money; we’re just here to lend a helping hand. That’s the Cetera Investors difference.
Cetera Investors Frequently Asked Questions
Cetera Investors' financial managers always prioritize a client-focused experience. Not only are our managers passionate about experience, but they're also skilled at incorporating the latest tech innovations into their techniques. When you're looking for help growing past the $63,000 household median in Fishkill, you need a tech-savvy manager. With clever investing strategies built for the 21st century, Cetera Investors can help you make a plan to get ahead.
Cetera's professionals are passionate about guiding you as they would a friend or family member. Our managers are excited about our values. When you trust someone to manage your money, you want to know that they care about you, and not just their own bottom line. Cetera's team of financial professionals in Fishkill is always committed to your growth.
It's easy: first, figure out where you want your financial journey to take you, then, find a Fishkill manager who is committed to helping you pursue the goals you want to strive toward. Cetera Investors' team of managers are ready and happy to help you find your best financial path.
Our professionals in Fishkill are always on the hunt for new ways to innovate when it comes to their financial strategies. That's why we developed a unique suite of proprietary tech solutions to help them along the way. Some of the tools that we use 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.
Family, friends, deciding on your lifestyle: we know what life is really about. At Cetera Investors, we believe you should be able to focus on that, instead of being consumed by stress over your finances. That's why our managers prioritize a client-focused money management experience. Plus, by harnessing our nationwide network, Cetera's managers have an advantage in getting you where you want to be.
Cetera Investors' Fishkill wealth managers work by prioritizing your client experience without sacrificing a keen knowledge of tech and innovation. If you're looking for help managing your assets anywhere in the Dutchess County area, from downtown Fishkill to Poughkeepsie, Fishkill Cetera Investors is a great resource to start growing your wealth.
Rather than offering a one-size-fits-all model for financial solutions. At Cetera Investors, we choose to be different. We know that every client has their own life path and financial goals. So, we believe it makes sense to tailor our advice to best match your needs. We believe that strong relationships are the bedrock of a successful business model, so we hope to get to know you soon.
How Do I Get Started with Cetera Investors?
You can easily get started with Cetera Investors in Fishkill by giving us a call at 845.561.3489. We’re easy to
find on Merritt Blvd, just off Highway 9, so you don’t have to add finding your advisor’s office to your list of
There’s no denying that finding the right service for financial advice in the Fishkill area used to be stressful. With Cetera Investors, however, you always know where your money stands. We believe that choosing the right wealth manager in Fishkill is your first step. Call us to find out how we can get you on the path toward a better financial future today.
*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.