Office information
80 Broad St.Suite 201
New York, NY 10004
Branch Team
Office Hours
| Sunday | Closed |
| 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 |
| Saturday | Closed |
Cetera Investors
New York,
New York Branch
Branch Address
80 Broad St.Suite 201
New York, NY 10004
Cetera
Investors
New York, New York Branch
James D'Ambrosio
Branch Manager
The Downtown NYC branch of Cetera® Investors is managed by Jim D’Ambrosio. Jim was born and raised in Central Jersey with over 20 years experience in leading his teams. 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.
Experienced specialist:
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.
Proprietary Features
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.
Independent research:
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 Management
Cetera 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 Downtown, NY
New York is a world-class city but it comes with a high cost of living. The Big Apple may be an amazing place to live, but if you don’t keep a sound budget and financial plan, then you might find it more burdensome than enjoyable. A New York City financial manager can assist you in creating a financial plan so that you may pursue your financial freedom in one of the world’s greatest cities.
Cetera® Investors offers a friendly team of knowledgeable financial managers who can assist in your wealth management. We can help you craft an efficient financial plan, whether you want to pay down your debt, boost your savings contributions, or increase your personal wealth. We have the know-how and resources to assist you in accomplishing your financial goals, whatever they may be.
At Cetera Investors, we’re only successful if you’re satisfied. We know that everyone has different financial goals, and we’ll never provide you with guidance that isn’t of personal value to you. We take the time to fully understand your financial goals and what you’re working towards in life, so that we may tailor our custom advice to your unique needs. Contact us today to see how we can help you, or learn more about our services below.
Cetera Investors Frequently Asked Questions
New York City has a high cost of living, so it can be difficult to pay rent or put money away in savings. Our financial managers in New York City can help you reduce your debt, manage your expenses, and increase your savings contributions.
The managers at Cetera Investors offer:
- 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.
With Cetera Investors in your corner, you may be able to overcome New York's high housing costs and buy a home or condo. We can help you prepare a savings plan so you may be able to put away enough money to make a strong down payment. We can also simply assist in your management of apartment rental costs.
If you want to develop a new wealth management plan, contact Cetera Investors, an experienced wealth management firm in New York City. We're ready to help both new investors and those who already have substantial assets by managing portfolios and providing advice on investments.
With one of the world's greatest stock exchanges, New York is a terrific place to start investing. Our financial managers can help you establish a portfolio of stocks or bonds. If you don't know the first thing about investing in securities, we're happy to walk you through the process. We can help you develop a strong investment plan so you may grow your wealth over time and develop a passive income. You'll also have access to our Cetera Investors brokerage firm, which can facilitate trades on your behalf.
If you already own a large number of assets, we can assist you with a reinvestment plan for your dividends and profits. Interested in real estate? We can provide you with guidance on buying and managing a rental property. You can count on us to help you manage and diversify your investment portfolio.**
Who wouldn't want to start a business in the world's greatest market? Cetera Investors can help sole proprietors manage their small business profits.
How much of your profits should you pocket? How much should you put into a business savings or business development account? Our small business financial managers in New York City can help you make sound financial decisions so you can earn revenue from your business, while also positioning your business to grow and fortify itself against downturns in the market.
How Do I Get Started with Cetera Investors?
Getting started with Cetera Investors is easy. Contact us today by visiting our office in Downtown NYC at 80 Broad St or give us a call at 212.563.2600. We’re excited to get to know about you and your financial goals. Get in touch with us today 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. **A diversified portfolio does not assure a profit or protect against loss in a declining market.
***A diversified portfolio does not assure a profit or protect against loss in a declining market.