Cetera Financial Group Welcomes New Team
In an exciting development, Cetera Financial Group has announced the addition of Corporate Plans Retirement Strategies LLC to its Cetera Wealth Partners division. This newly formed alliance is poised to enhance the financial services offered by Cetera, bringing with it over $250 million in assets under administration.
About Corporate Plans Retirement Strategies LLC
Corporate Plans Retirement Strategies LLC, which has transitioned from Equity Services, is led by seasoned partners Brian Vieselmeyer, Peter Swansen, Jr., and founder Gerald M. Mirra. This team offers comprehensive financial planning and investment advice to their clients, an essential service for businesses and individuals alike. The partners bring a wealth of experience with a combined total of 81 years in the industry, ensuring that clients receive top-notch financial guidance.
Value of Joining Cetera Wealth Partners
Tom Halloran, Head of Advisor Channel communities at Cetera, expressed his enthusiasm, stating that he is thrilled to welcome this talented group. The unique blend of a close-knit community atmosphere combined with the extensive resources that a leading broker-dealer provides is a significant factor behind this partnership. Vieselmeyer also emphasized the benefits of this move, underlining how Cetera’s cutting-edge technology and broad product offerings would significantly enhance their service delivery.
Comprehensive Financial Services
Corporate Plans started with a mission to cater to the retirement and employee benefits needs of small businesses and has since expanded its reach to assist a wide array of individuals and families. Mirra founded the firm in 1985, recognizing an existing need in the marketplace for expert financial guidance. With Vieselmeyer joining in 2012 and Swansen in 2015, the team has been well-positioned to meet the evolving financial needs of their clientele.
Expanding Client Services
This strategic move not only diversifies the services provided by Cetera but also reinforces its existing commitment to client success. The firm aims to provide a holistic approach to financial planning, ensuring clients have access to all necessary resources to achieve their financial objectives, regardless of changing market conditions.
About Cetera Financial Group
Cetera Financial Group stands out as the leading Wealth Hub for financial advisors and institutions. With approximately 12,000 financial professionals, Cetera oversees an impressive $545 billion in assets under administration and $235 billion in assets under management. Its commitment to advisor satisfaction is evident, as reflected in their Voice of Customer program, which has achieved a high satisfaction rating of 4.8 out of 5 stars.
Commitment to Professional Growth
Cetera is dedicated to providing independent financial advisors with the tools and support necessary for growth. Whether through mergers, transitions, or succession plans, Cetera offers a comprehensive suite of solutions tailored to the needs of financial professionals, ensuring their firms remain competitive in the dynamic market.
Frequently Asked Questions
What does the partnership between Cetera and Corporate Plans Retirement Strategies LLC mean for clients?
This partnership will enhance the range of financial services available to clients through the addition of experienced advisors and improved technology.
How will this change impact existing clients at Corporate Plans?
Clients will benefit from a broader array of financial products and advanced advisory technology, enhancing overall service delivery.
What years of experience do the partners of Corporate Plans bring?
The partners collectively offer 81 years of industry experience, ensuring a wealth of knowledge is applied in serving clients.
What are the key offerings of Cetera Financial Group?
Cetera offers independent advisors state-of-the-art technology, comprehensive support, and a diverse product suite designed to meet various financial needs.
How does Cetera measure advisor satisfaction?
Through its rigorous Voice of Customer program, Cetera continuously monitors advisor experience, achieving high satisfaction ratings from thousands of reviews.
