Office information127 Washington Ave.
North Haven, CT 6473
|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|
Jason PhillipsBranch Manager
Jason Phillips has been the Manager of the New Haven Area branch office since 2006 and in the industry since 1999. 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 North Haven, CT
Living in Connecticut can be expensive, especially since it has the
second-highest tax burden in the country, right behind New York. Because
of this, it’s wise to take hold of your finances to make sure you can
keep up with the high cost of living. That’s where Cetera® Investors
comes in. Our team of financial managers in North Haven proudly serve
New Haven County and its surrounding areas.
We know the importance of finding a financial professional you can trust, and our purpose is to help people wherever they are in life. We’re in your neighborhood. We’re in your community. We’re here to offer a personalized experience to help grow your savings. Using our Advice-Centric Experience® framework, our financial managers in North Haven are trained to provide customized guidance whenever you need it. This way, you can focus on what matters most—whether it be your family, career, or enjoying all the Nutmeg State has to offer.
Cetera Investors Frequently Asked Questions
Cetera Investors in North Haven is a team of experienced financial managers who offer clear communication and flexibility when creating a tailored financial strategy for your unique needs. Equipped with a suite of proprietary software and cutting-edge technology platforms, our wealth managers have the tools and resources necessary to put your money to work.
Rather than offering one-size-fits-all services, Cetera Investors provides a tailored experience made just for you. We are committed to your growth, which means we take your concerns and values seriously. Working with our financial managers is like working with a friend or family member—we are built on trust and respect.
When searching for a financial professional, you want one who is flexible, invested in your needs, and has the knowledge necessary for managing your money. Our financial professionals have those qualities and more. Whereas finding a trusted wealth manager might be a headache in the past, Cetera Investors now makes it easy. Our office is conveniently located off I-91 on Washington Ave, also known as CT-103, and our team is ready to welcome you with a smile.
We believe that our clients deserve more than an ordinary financial manager. Instead, our clients deserve a partner who will help them prosper and improve their community. Whether your goal is to save up for sending your kids off to college, build your retirement account, or establish a strategic investment portfolio, we can help.
Equipped with top-tier software and backed by a nationwide network of financial managers, Cetera Investors can assist you in straightening out your finances. Some of our tech solutions 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.
- 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.
At Cetera Investors, we aim to create a personalized plan to grow your financial portfolio, so you can focus on the things that matter most in life. With our never-ending quest for knowledge, a suite of financial tools, and a determination to grow your savings, we can help make it happen.
Cetera Investors' team of financial professionals operates by maintaining open lines of communication, a flexible schedule, and following best practices. When you need to get ahead in life, Cetera Investors can help you get there. We offer services to North Haven, New Haven, Milford, Bridgeport, and beyond, making us your trusted neighborhood financial manager.
Our wealth managers work by sitting down with you to create a growth plan for your financial portfolio. We know that everyone is on their own financial path and we can help pave the way to bring you to where you need to be. Our wealth managers can do this with our advanced software solutions, industry-leading tools, and professional experience.
How Do I Get Started with Cetera Investors?Getting started with Cetera Investors in North Haven is as easy as picking up the phone and dialing 203.239.4545. Or, you can stop by in person by taking the Wilbur Cross Parkway or US-5 to I-91 and taking Exit 11. Finding a financial manager can be stressful, but with our team of dedicated wealth managers waiting to meet you right in downtown North Haven, you can put your worries aside. Choosing the right financial professional is a critical first step in planning your financial future, so give us a call or stop by to see what possibilities lie ahead.
*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.