Office information1715 N. Westshore Blvd.
Tampa, FL 33607
|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|
Matt SchommerBranch Manager
The Tampa, Florida branch of Cetera® Investors is managed by Matt Schommer. He has been in the industry for over 15 years. 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 Tampa, FL
As you search for a personal, customized experience from a wealth manager, you know the value of communication and direct client support. At Cetera® Investors, we believe that advice-centered customer service is a priority. If you’re trying to grow your passive income past the $50,000 household median in Tampa and you’re looking for exceptional customer service, Cetera Investors can help.
One thing that sets us apart is that we offer a unique Advice-Centric Experience® framework. That means our wealth managers are trained to provide the customized guidance you need, right when you need it. It’s your money, after all; we believe you should have control over the way you’re growing your funds. That’s the Cetera Investors difference.
Cetera Investors Frequently Asked Questions
Cetera Investors is different from the pack—we blend the custom management experience you need with the tech-savvy of the best 21st-century wealth managers.
When you trust a manager with your money, you want to be sure they have the resources they’ll need to grow it. Cetera’s team of financial managers in Tampa is passionate about and committed to your growth. Cetera Investors works with financial managers that will guide you as carefully as they would a friend or family member. We do everything we can to stay true to our values.
Choosing a manager can be tricky, but Cetera Investors makes it easy by providing you with reliable managers who are smart, engaged, outgoing, and provide an experience customized to you. From those just looking to start their financial journey to those planning their retirement and estate, we have your back.
However, providing an experience-centric management service isn't the only benefit of working with Cetera Investors. Our professionals in Tampa are always learning through tools and tech that help put your money to work. Our novel suite of proprietary financial tech and unique resources offer managers knowledge on how best to build your portfolio. Our tech and training 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.
- 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 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.
You want to focus on the things in life that matter most, like family, fun, travel, and building your business or career. That’s why Cetera’s managers are always learning new ways to improve their skills and help you grow your passive income. By taking note of critical new innovations, our managers stay on the pulse of what your money needs to succeed.
Cetera Investors’ Tampa wealth managers work by blending their knowledge of innovation and tech with their Cetera Investors' Tampa wealth managers work by blending their knowledge of innovation and tech with their commitment to your experience. That means that when you're looking for a financial manager in Tampa, Town N' Country, or Brandon, you can rely on Cetera Investors for the kind of customized service your money needs to get ahead. We're located on the west end of Tampa near the beach, just off the 275—under 10 minutes from Cypress Point Park, so you can go for a stroll by the beach knowing we have your finances in good hands.
Rather than offering a one-size-fits-all model for financial solutions and investment strategy. Cetera Investors breaks the mold. We understand that every client has their own life path and financial goals. And because your local manager is tapped into Cetera's nationwide network, you harness the power of a large organization while still enjoying the custom management experience you need. Strong relationships are the bedrock of a successful business model. Our core value is building those relationships.
How Do I Get Started with Cetera Investors?
You can access professional, personalized wealth management by simply reaching out to Cetera Investors in Tampa—call us at 813.288.9707 to find out more. Getting the right service for financial advice in the Tampa area can be a headache, but Cetera managers offer easy access and open lines of communication, so you always know where your money stands.
The bottom line: Wherever you find yourself in your financial managment journey, Cetera Investors can help. And choosing a savvy financial manager in Tampa is a crucial first step in planning your future. Don’t miss out on the opportunity to plan with Cetera—call your local wealth manager in Tampa to find out how we can get your money working both harder and smarter.
*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.