Office information1430 Broadway,
New York, NY 10018
|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|
Matthew BradyBranch Manager
The New York City branch of Cetera® Investors is managed by Matt Brady. Matt was born and raised in NYC and has over 10 years of experience in leading his team. 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 New York, NY
When you live in a world-class city like New York, you may face
world-class prices for housing, living supplies, and food. There are so
many exciting things to do in the Big Apple, but you might not be able
to afford any of them if you don’t have a good budget and financial
plan. That’s where a New York City financial manager can help. A
financial manager can help you develop a great financial plan so you can
not only survive, but thrive in the Capital of the World.
Cetera® Investors has a friendly team of financial managers who are ready to work for you. Our NYC financial managers can help you get closer to achieving your financial goals. We can even help develop financial plans for small business owners. Contact us today or learn more about our services below.
Cetera Investors Frequently Asked Questions
At Cetera Investors, you have access to a variety of proprietary platforms and tools to help you pursue your financial goals, including:
- 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: 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.
New York's high cost of living can make it difficult to pay your rent and put
money away in savings. If you want to reduce your debt and boost your checking
and savings accounts, speak with a Cetera Investors financial manager in New York City.
We can help you prepare your finances for a variety of situations, including:
Believe it or not, it's possible to overcome New York City's high cost of living—but you've got to get your savings plan upstarted right away. We can help you budget to manage your rental payments, or we can provide advice so you can manage your debt or reach your savings goals. Our New York City financial professionals can develop a keen understanding of your financial situation and goals so they can give you the best possible guidance. We don't abide by a one-size-fits-all mentality.
New York City is a catwalk for the wealthy. You can get it on it, too. Cetera Investors can help you develop your first wealth management plan. We're the perfect wealth management manager for both new investors and for people who already have substantial assets.
New York is home to one of the world's greatest stock exchanges, the New York Stock Exchange, so there's no better city to start investing in stocks or bonds. If you're new to the game, we can help you develop a passive income so you'll have extra money to get ahead of living costs or to contribute to savings plans. We can also provide guidance on how to develop a strong investment plan, and our Cetera brokerage firm can facilitate all your transactions.
Do you already own a number of assets, like stocks or real estate properties? Maybe you need to come up with a reinvestment plan for your dividends, or perhaps you're just trying to diversify your investment portfolio.** We can assist you in managing your wealth so you can keep growing it, and so you won't be overburdened by taxes.
New York City is one of the world's greatest markets for business, but it's an expensive place for a startup. If you're planning on starting a new business, or if you're trying to boost your profits at your current business, let Cetera Investors help you in developing an efficient business plan.
When you enlist our New York City financial managers, you can develop financial plans to:
- Maximize your tax savings*
- Ensure the scalability of your business
- Cut operating costs
- Confidently reinvest your profits
How Do I Get Started with Cetera Investors?Getting started with Cetera Investors is easy. Contact us today by visiting our office in New York City on 1430 Broadway, or contact us via email or phone at 212.532.0144. Don’t worry—we’re not going to pester you with sign-ups and salespeople. We only want to know about you, your financial situation, and your financial goals. That’s how we’ll be able to give you exceptional financial guidance. Get in touch with a Cetera financial manager in New York and learn 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.