Office information8757 Georgia Ave.
Silver Spring, MD 20910
|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|
Bobby SahniBranch Manager
The Metro DC and Silver Spring, Maryland branches of Cetera® Investors are managed by Bobby Sahni. He has 18 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 Silver Spring, MD
Living in Silver Spring is expensive, especially since it’s a short Red Line metro ride away to Washington, D.C. Due to its attractive location, housing, transportation, and other necessities are much more expensive compared to other areas in Maryland and the country. This means it’s important for you to take control of your finances, so you and your family can live comfortably. That’s where Cetera® Investors may come
in to help.
Our team of financial managers in Silver Spring is ready to help you find ways for your money to grow. Equipped with a suite of proprietary software tools and the backing of a nationwide network, our team is ready to work with you by creating a customized plan that can help you reach your financial goals. Whether you’re looking to create a college fund, save for an emergency, or invest in securities, we can provide guidance every step of the way.
Cetera Investors Frequently Asked Questions
Cetera Investors' team of financial managers in Silver Spring are wealth professionals who offer insight on the latest market trends for investing, provide financial services, and much more. Our primary goal is to help you build a financial future you're proud of. That's why our financial managers sit down with you one-on-one to create a personalized action plan to help you take control of your financial future.
A Cetera Investors financial manager can help you make sound decisions regarding your finances. For instance, are you looking to begin saving money? Our financial professionals can help you develop a budget you can stick to so you may be able to grow your retirement funds, send your children off to college, buy a new home or car, or save for an emergency.
We also have knowledge of the latest market trends, thanks to the suite of proprietary software, 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 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.
With their experience and high-tech tools, our financial managers can help you make smart investments and financial decisions.
When it comes to putting your money in the hands of someone else, you want someone you can trust. When choosing a financial manager, you should look for someone who is professional, flexible, and communicative. Our dedicated financial managers at Cetera Investors meet all of those standards and more.
Our financial professionals in Silver Spring are sharp, engaged, and ready to work with you to devise a plan that puts your money to work. Whether you're just starting to save for retirement, considering opening a small business, or looking to invest in the stock market, then working with Cetera Investors is a step in a positive direction.
Our local wealth managers have the necessary tools and knowledge to provide a high-quality experience. The last thing you want is to have to work longer because you didn't plan for retirement properly or face financial hardship due to a lacking emergency fund. At Cetera Investors, we're here to help you prepare for your future.
Cetera Investors' team of financial managers in Silver Spring works by taking a client-focused approach to financial advice and wealth management services. Rather than offering a one-size-fits-all experience, we put you and your money first.
When creating your customized financial plan, our team of wealth managers can provide investment advice, insight, and guidance, so you can look for ways to help your portfolio grow. Getting your finances in order can help you focus more on enjoying all that Silver Spring and the D.C. area have to offer, from taking a trip to a Smithsonian Museum with the kids to hitting the links at Sligo Creek Golf Course.
How Do I Get Started with Cetera Investors?
If you’re looking to take control of your finances and want a personal, one-on-one advising experience, come on down to our Silver Spring office. Located right on Georgia Ave, we’re less than a half-mile from the Silver Spring Station. We’re not only easy to get to, but we’re also centrally located in downtown Silver Spring, so you can enjoy a nice bite to eat or a quick shopping trip after meeting with us.
Whether you’re seeking advice on how to invest in securities or looking to grow your retirement account to enjoy your golden years, a Cetera Investors manager is ready to lend a helping hand. Simply give us a call at 240.485.1505 or stop in to schedule an appointment and begin managing your financial future today.
*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.