Office informationOne Blue Hill Plaza,
Pearl River, NY 10965
|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|
Charles MaushardtBranch Manager
The Pearl River, New York branch of Cetera® Investors is managed by Charles Maushardt. He has 11 years of experience in the role and has spent over 20 years in the financial industry. 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 Pearl River, NY
There’s no doubt that Pearl River is a jewel of a hamlet, but the high housing costs can make this a tricky place to save money or grow your wealth. If you want to work toward financial freedom—now and in the future—you should develop a financial plan that maximizes your savings contributions and investments.
Cetera® Investors is proud to provide personalized financial management services near Pearl River. We’re ready to help you come up with a plan to meet your financial goals, whether you’re kickstarting your career or preparing for retirement. Our Pearl River financial managers can assist you in:
- Financial Solutions
- Wealth Management
- Small Business Solutions
Our managers use advanced resources to enhance their services, including:
- 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 management, 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.
The bottom line is that we understand that every person wants to do something different with their money and their budget, so we maintain a relationship-oriented approach to financial guidance that always keeps your unique goals in sight. Our Pearl River financial managers can help you come up with a personalized financial strategy, so you can focus more on enjoying all there is to do in the New York area.
Contact Cetera Investors today to get started, or read more about our services below.
Cetera Investors Frequently Asked Questions
High housing costs make it difficult to budget. That's where Cetera Investors can help. Our Pearl River financial managers can help you build a better budget designed to help you pay your bills, make savings contributions, and have money left over for spending. We can assist you in allocating your funds so you understand how to take control of your finances.
Most Americans have difficulty saving money. We can help you develop savings plans for:
- Your children’s college fund
- Buying a new home or vehicle
- Your dream vacation
You don't want to postpone your retirement because you don't have enough money to make ends meet, so take action now. Cetera Investors can help you create a retirement savings plan that's designed for your budget. We can also put you on the path to affording your children's tuition. Develop your financial plan today so you'll be better prepared for life's big expenditures.
One way to improve your financial health is to develop a passive income. With a passive income, you can create an additional stream of revenue when you're retired, or generate extra money to save or spend now. Our financial managers near Pearl River can help you establish a plan to grow a passive income both in the short and long term.
Investing in securities is another way to grow your wealth. It doesn't matter if you don't know the first thing about stocks or bonds—our managers can guide you through the security exchange process. We can help you develop a reinvestment plan to grow your assets, and we'll teach you how to diversify your investment portfolio to minimize risk where possible.** We're happy to help both experienced and novice investors.
Another popular method to grow wealth is investing in real estate. If you already own property, our Pearl River financial managers can provide you with guidance on how to monitor your property value and how to manage your property costs so they're not too taxing on your budget. We can also guide you on how to buy and manage an investment property if you're looking to earn passive rental income.
Don't own a house? No problem—our managers can help you prepare your credit score and your savings account so you can situate yourself for a more competitive mortgage rate on your first home.
Want to open a small business near Pearl River, NY? Get a Cetera Investors financial manager in your corner. Our financial managers are ready to provide your small business with professional financial guidance so you can focus on growing your business.
If you're a startup, let us help you manage your budget so you can avoid the common pitfall many business owners face: running out of funds before developing a steady cash flow. We can also help prepare your business for startup tax deductions so you understand how to maximize your tax savings.*
We'll help established companies, too! With Cetera Investors, you can learn how to develop a scalable growth plan and allocate your profits to business development. Contact us and see why many Pearl River small businesses choose us as their financial manager.
How Do I Get Started with Cetera Investors?Getting started with Cetera Investors is easy! Just visit us at Pearl River’s own One Blue Hill Plaza, or call us at 845.920.0331. We’re excited to get to know about you and your financial goals. Get in touch with us and learn how Cetera 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.