Office information1400 Old Country Rd.
Westbury, NY 11590
|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|
New York Branch
Branch Address1400 Old Country Rd.
Westbury, NY 11590
Westbury, New York Branch
John GoldenBranch Manager
The Long Island, New York branch of Cetera® Investors is managed by John Golden. He has 35 years of experience in the role and has spent over 37 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 Westbury, NY
It’s no question that living on Long Island can be expensive. With easy
access to New York City and other desirable locales in the tri-state
area, housing prices and everyday expenses are much costlier than other
parts of the country. Nassau County families need an income of $140,425
just to get by! This means you’d be wise to take control of your wealth
and make your money work harder for you. At Cetera® Investors, we
proudly serve the Long Island community and its nearby residents. Our
experienced wealth managers offer top-of-the-line support and clear
communication to create a financial plan that fits your needs.
We believe our clients deserve the best experience—that’s why we tailor our services to match your goals. It’s your money, so your values matter. With our Advice-Centric Experience® framework, our financial managers in Westbury have the tools to help you prosper and improve your financial well-being.
Cetera Investors Frequently Asked Questions
Cetera Investors in Westbury is a team of financial managers and professional wealth managers who can work with you to meet your monetary goals. Whether that means saving for college, growing your savings for retirement, or creating a robust investment account, our financial professionals are here to help. Wherever you are in your journey to financial success, our financial professionals in Westbury are equipped with the tools and knowledge to offer customized service just for you.
Rather than providing a one-size-fits-all model when it comes to serving their clients. At Cetera Investors, we offer a personalized financial strategy that's unique to your needs. Backed by a nationwide network of financial professionals, our Westbury financial managers have the power of a large corporation and the personality of a small-town mom-and-pop shop. We're here for you, right in your neighborhood backyard, but with strength in numbers across the country.
When looking for a financial manager in Westbury, Nassau County, or Suffolk County, you want someone who is flexible, knowledgeable, and has experience with wealth management. At Cetera Investors, we check those boxes and more. With open lines of communication and advanced proprietary software that brings us into the future, choosing a financial professional in Westbury isn't difficult.
Healthy relationships are the bedrock of our business model, and we build these by sitting down with you to make a plan together. With our suite of intuitive technology and tools, building your investment portfolio has never been easier. 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.
Cetera Investors' team of financial professionals are always going above and beyond to stay in the know with financial trends and innovations to grow your savings. This way, you can enjoy all life has to offer, whether that means driving down to Jones Beach Island or hopping on the Long Island Railroad to the Big Apple.
Cetera Investors' wealth managers in Westbury work by keeping flexible schedules, staying professional, and maintaining open lines of communication. Our goal is to help you get ahead, so you can focus on more important matters like your family, career, and having fun. Serving Nassau County and neighboring areas, there's no excuse when it comes to taking control of your financial future. At Cetera Investors, we take the long view with fresh thinking and a personalized approach to positioning your assets in good standing.
How Do I Get Started with Cetera Investors?
Getting started with Cetera Investors in Westbury is simple. All you have to do is give us a call at 516.338.4888 or stop by Parkway Plaza in-person to begin a conversation with one of our wealth managers. Finding the right financial advice in the Westbury, North Hempstead, and the Huntington area can be a headache. But with our office located right off Northern State Parkway on the corner of Old Country Road and Carmen Ave, getting your finances straight can be a breeze.
It doesn’t matter if you’re just beginning your investment portfolio or planning to prepare your estate, Cetera Investors is here to help. Our purpose is to assist people wherever they are in life, and this drive is what makes us stand out among the rest. Call Cetera Investors today to see what your future holds.
*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.