A Cetera Investors financial manager is an advice-focused professional with access to a nationwide network of management techniques and technical tools. In addition to this, our managers prioritize client experience. We believe that combining innovative technology with a client-oriented business model is a better method to build wealth in a way that people can trust and believe in.

To provide our clients with a higher level of service, Cetera's managers keep up with the latest in financial technology solutions. Our suite of advanced tech platforms helps keep our managers informed and in-the-know on any market fluctuations relevant to your portfolio. Some of the in-house platforms we've developed to assist our managers 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.

Cetera Investors always recommends finding a financial manager in Lexington who prioritizes building meaningful relationships with their clients. We make it easy to connect clients with a sharp, engaged manager who takes their clients seriously, thanks to our nationwide network of wealth managers and supplemental online platforms. Whether you're just starting out on your plan for retirement, considering expanding your small business, or simply curious about ways you can put your savings to work, Cetera Investors in Lexington is here to help.

Cetera Investors' team of managers in Lexington doesn't believe in the one-size-fits-all approach to financial solutions. Our local wealth managers are dedicated to tailoring their approach to best suit your personalized needs. Our managers put their money where their mouth is by investing in specialized Advice-Centric Experience^​®​ training, and we don't just see you as another spreadsheet; we treat you like our friends and neighbors.

Cetera Investors' managers offer principled, client-focused management services, focusing on key ways to improve your financial well-being. If you're in the market for a manager in Lexington—or anywhere in Northern Kentucky, from Richmond to Williamstown—we encourage you to stop by our local office. We're conveniently located in the heart of Lexington, right downtown on East Main Street. Whether you're already downtown for work or church, or coming to town to take in the city, you can enjoy your day knowing that our managers will follow through with a strategy designed to help your portfolio grow.

At Cetera Investors, we believe in a personalized, local experience in financial solutions, which means our resources aren't restricted to any specific location. Cetera is backed by our nationwide network of experienced managers and technical tools, so you can harness the power of a large organization while still enjoying the friendly perks of a small-town 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.