Office information43 British American Blvd.
Latham, NY 12110
|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|
David RocheBranch Manager
The Albany, New York branch of Cetera® Investors is managed by David Roche, RICP. David has 20 years of experience in wealth management and financial advisor development. 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 Latham, NY
If there’s one thing everybody needs, it’s a financial manager who can provide professional support exactly when it’s needed most. Finding a wealth manager is easy—but finding a wealth manager who caters to your needs and acts in your best interest can be a challenge. That’s where Cetera® Investors comes in. If you’re looking for a financial professional in Latham, NY, you’re in the right place. With Cetera Investors, you can say hello to a future where you can take control of your finances, backed by our team of financial managers.
From using intuitive software designed to help strengthen your investment portfolio, to providing top-of-the-line client service, our wealth managers are here to support you. Our financial managers in Latham can help you stress less so you can enjoy all of the wonders upstate New York has to offer. We offer service to residents between the Hudson and Mohawk rivers, from the city of Troy to downtown Albany. Investing and financial management are made easier thanks to Cetera Investors’ team of wealth managers keeping your finances in good hands.
Cetera Investors Frequently Asked Questions
Cetera Investors is a team of financial managers who will work with you to help you pursue your financial goals. Whether you need investment management assistance or financial solutions services, our staff of wealth managers, backed by the Cetera Investors' nationwide network, will diligently monitor your assets and seek opportunities for growth. When you team up with one of our financial managers in Latham, you'll receive the resources you need to help improve your financial health.
At Cetera Investors, we're a family. Rather than the brief, impersonal interactions you'll find elsewhere, we will always treat you like one of our own. Located right off Troy Schenectady Road, you'll enjoy a warm welcome by our team of financial professionals ready to help put your money to work. Serving the Latham and surrounding areas, our wealth managers use top-tier technology and proprietary software to create an in-depth analysis of your finances backed by tangible data.
Choosing the right financial manager isn't a tough decision when our team of professionals is right in your neighborhood. Our staff of financial managers in Latham are reliable, knowledgeable, and communicative, so you will know how your assets are performing when you need to. When choosing a financial manager, there are a few things to keep in mind. You want a professional who offers a valuable package, flexible services, and has the knowledge needed to help manage your money properly. Cetera Investors checks all those boxes and more.
You also want to choose a wealth manager who will work with your personal goals and provide an in-depth analysis of your assets, enabling you to make sound financial decisions for the future. Advanced software solutions supply our managers with the industry-leading tools and resources necessary for success, so you can live life knowing your assets are taken care of.
Choosing Cetera Investors is one of the best ways to strengthen your investment portfolio. Our Latham financial professionals are equipped with cutting-edge tools and backed by years of experience to offer a customized solution for your business or personal needs. We understand that not every financial decision is the same, which is why we create personalized plans to help you succeed.
Some of our proprietary proprietary features designed to help you improve your finances include:
- AdviceWorksTM: 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.
- 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.
- 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.
How Do I Get Started with Cetera Investors?
If you’re ready to take control of your finances, it’s time to give one of our dedicated financial professionals a call. Searching for a financial manager in Latham can be troublesome, but Cetera Investors is here to help. With open lines of communication, a robust lineup of finance professionals, and cutting-edge technology, you can be confident that your wealth is well managed. Give us a call at 518.724.5004 to see what opportunities await.
*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.