Office information1702 E Highland Ave.
Phoenix, AZ 85016
|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|
Branch Address1702 E Highland Ave.
Phoenix, AZ 85016
Phoenix, Arizona Branch
Stu JohnsonBranch Manager
The Phoenix, Arizona branch of Cetera® Investors is managed by Stu Johnson, RICP®. He has 19 years of experience 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 Phoenix, AZ
There are plenty of reasons to love living in sunny Phoenix, AZ. It’s easy to beat the heat when you’ve got world-class golf courses, beautiful desert scenery, exciting nightlife, and a booming sports scene. That’s why Phoenix is one of the fastest-growing cities in the country.
The Phoenix population is growing rapidly, so it’s important that you develop a wealth management plan before living and housing costs rise. That’s where Cetera® Investors can help. Our Phoenix wealth management service can help you tighten your grip on your finances. At Cetera Investors, we offer:
- Wealth Management Guidance
- Financial Solutions Services
- Small Business Solutions Services
We’re ready to help, whether you have a sizeable number of assets or you’re just beginning to grow your wealth. Manage your budget, reinvest your dividends, or cash in on the hot vacation rental market—whatever you want to do with your money, we can help you get there. Our managers have access to advanced resources like:
- 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.
Contact us today and see why we’re a leading Phoenix wealth management company, or learn more about our services below.
Cetera Investors Frequently Asked Questions
Cetera Investors is an experienced wealth management firm near Phoenix. Are you trying to grow your personal wealth? In Phoenix, real estate provides plenty of investment opportunities. Higher-than-average property values, population growth, and vacation rental market make Phoenix a popular choice for real estate investment.
If you want to save up for a mortgage down payment, our Phoenix financial managers can help you develop a savings plan and give you advice on how to improve your credit score so you can secure a mortgage with low-interest rates. If you already own a home, Cetera Investors can help you manage the asset or we can assist you in devising a plan to buy a second investment property.
A common method for growing wealth and developing a passive income is investing in securities. New to investing? No problem—we'll guide you through the process and teach you strategies for choosing which stocks or bonds to purchase. If you already own securities, our financial managers can help you develop a reinvestment strategy for your dividends.
There are many fun things to do in the Phoenix area, but you won't be able to enjoy all that the city has to offer if you don't keep a good budget. With our Phoenix financial managers, you'll receive professional guidance on budgeting so you'll be better prepared to pay your rent, settle your debt, and have money leftover for both saving and spending. Our goal is to help you put a plan in place that's tailored to your needs.
Many people struggle with making adequate contributions to savings accounts. At Cetera Investors, we can help you develop savings plans for:
- Purchasing a home
- Rainy days
Minor savings contributions each month can go a long way in planning for retirement. With Cetera Investors, you receive personalized guidance to help you work toward your financial goals.
Phoenix is an exciting city to own a business in. Whether you're launching a startup, or just trying to boost the profits of your establishment, Cetera Investors can help you develop a custom financial plan for your business. Find out more about why Cetera Investors is a popular Phoenix financial manager for small businesses by stopping into our local office.
Most small business owners are sole proprietors, and it can be difficult to maintain your finances when your personal and business finances are one and the same. Our Phoenix financial managers can help you navigate this situation, for example, by helping you determine how much of your profits you should pocket and how much you should reinvest or put in a business savings account. We can help you make informed decisions for both your business and your personal finances.
How Do I Get Started with Cetera Investors?
It’s easy to get started with Cetera Investors. Just contact us today, either by visiting our office at 1702 E Highland Avenue, or calling us at 602.841.2627. Get in touch and see why we’re a trusted wealth management firm in Phoenix, AZ.
*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.