Office information5433 Westheimer Rd.
Houston, TX 77056
|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|
Houston, Texas Branch
Branch Address5433 Westheimer Rd.
Houston, TX 77056
Houston, Texas Branch
Ryan ElderBranch Manager
The Houston, Texas branch of Cetera® Investors is managed by Ryan N. Elder. He has spent the last 6 years in leadership and has been in the financial industry for 10 years. 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 Houston, TX
In a huge metropolitan area like Houston, it’s easy to feel lost in the shuffle—especially when it comes to managing your personal finances. That’s why at Cetera® Investors, we always prioritize offering a neighborly and customized experience. We provide financial management services that specifically focus on curating the ideal client experience. The median household income in Houston is around $50,000, but Cetera Investors can help you start putting your savings to work if you’re hoping to grow past that.
We understand that you want professional guidance specially tailored to your unique financial situation, which is why Cetera Investors utilizes the unique Advice-Centric Experience® framework. Our managers are receptive to your needs, and are always there to talk strategy and communicate what they think is necessary for growth. We believe that you should always work with a manager who changes their strategy to fit your unique goals and needs. That’s the Cetera Investors difference.
Cetera Investors Frequently Asked Questions
A manager with Cetera Investors is a financial professional who is on the pulse of the latest changes in financial tech, while simultaneously offering the kind of advice-centered experience you need to feel confident in our services.
One thing that Cetera Investors' team of managers prioritizes is keeping up with the latest in financial technology solutions. Our financial professionals in Houston stay on the cutting edge of tools and tech that help put your money to work. Our advanced suite of technical platforms operates nonstop so that our managers stay vigilant for changes that could impact your investments. Included among our many financial tech solutions 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.
It's always smart to choose a financial manager who prioritizes building meaningful relationships with their clients. Cetera Investors makes it easy to find a smart, engaged manager who is ready to work toward your personalized goals. Our managers cater to a variety of financial needs: those just starting to think about retirement, small business owners hoping to expand responsibly, and others who want to start putting their money to work in order to grow their savings.
Our difference is that Cetera Investors' team of managers in Houston is committed to your growth—and we are passionate about staying true to that value. That's why we reject the one-size-fits-all approach to financial solutions. Our local wealth managers specialize in a client-centered experience so that you always know exactly where you stand. Cetera professionals don't just see you as yet another spreadsheet; we treat you like friends and neighbors.
Cetera Investors' managers work by staying tech-savvy, always learning more to hone their craft, and ensuring they provide clients with an inviting and reliable experience. If you're in the market for a manager in Houston—or anywhere in the area, from Missouri City to Pasadena—you won't regret stopping by our offices. We're conveniently located on Westheimer Road, just off I-610 in Uptown. Whether you're on your way downtown for work or going to Rice for the next big game, you can enjoy your day knowing that our managers are invested in following a strategy that is tailored to your goals.
While at Cetera Investors we believe in a personalized, local experience, that doesn't mean our financial resources are restricted to any location. Cetera is powered by a nationwide network of experienced managers, so you have access to the knowledge-base and power of a larger organization while still enjoying the perks of a local manager. Strong relationships are the bedrock of a successful business model. That's why our core value is providing a welcoming and neighborly experience for our local clients.
How Do I Get Started with Cetera Investors?
If you’re curious about our cutting-edge wealth management services and advanced tech solutions, simply
reach out to your local advisor by calling 713.961.0500. It used to be difficult to find the right personalized
financial advice in Houston, but with Cetera Investors, you know where to find a local advisor who offers clear
communication and innovative financial strategies.
Whether you are just starting out with financial planning or you’re developing a plan to pass on your estate, an advisor can be there to help. One of the most important steps you can take to manage your financial future is contacting a trustworthy advisor. Get on the path to making your money work smarter and harder by calling your local Houston Cetera Investors wealth advisor 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.