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Cetera Investors photo
Cetera Investors photo
Cetera Investors photo
Cetera Investors photo

Cetera Investors

4.5 8 reviews
Address: 900 Isom Rd #220, San Antonio, TX 78216, USA Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Personal Financial Planning $100 - $200
Retirement Planning $150 - $300
Investment Advice $75 - $150
Insurance Services Term Life Insurance $20 - $50
Whole Life Insurance $30 - $60
Disability Insurance $25 - $55
Investment Management Portfolio Management $200 - $400
Mutual Fund Investment $100 - $250
Stock Market Advisory $150 - $300

What people love

From reviews
Knowledgeable staff Helpful guidance Financial planning Community support Long-term investment

About this business

My name is Andrew Pyburn, and I am an Investment Advisor Representative at Cetera Investors, located in San Antonio, TX. Cetera Investors optimizes the financial advisory delivery through an Advice-Centric experience(r). This extraordinary advice service is designed to provide financial help to individuals, families, and business owners from all over the US. I help people to plan their financial legacy. I look at the perspective with fresh thinking, focusing on the long-term and using a personal touch. Cetera Investors was acquired from Foresters Financial's brokerage business. This institution dates back to the 1900s. We aim to enable any individual, regardless of their life or business stage, to achieve financial wellness and health. Cetera Investors has the technology, a team, and the right tools to help us build lasting financial relationships.

Reviews Summary

Client feedback for Foresters Financial and employee Andrew Pyburn is positive. Andrew receives plaudits for his expertise and guidance, with customers describing him as helpful and an educational person. The customer experience is more vital at Foresters, as they focus on personalized financial advice rather than selling products. One customer says, after working with the company for five years, they have helped them establish a solid strategy for their financial future. The couple could rely on their savings amid unexpected financial challenges and infertility issues as a result. Overall, the company's services and community support are highly recognized by customers. Andrew Pyburn's services give deserving five-star feedback. Clients seem to be satisfied with the financial advice's quality and thoughtfulness. The recommendations and long-term impact of the financial consultations also support positive reviews.

Frequently asked questions

7 questions
What do Cetera Investors clients say about the work?
Clients frequently praise Andrew Pyburn for his knowledge and helpfulness in financial planning. Many appreciate the personalized approach and the absence of pressure to purchase products, highlighting the team's commitment to recommending only suitable programs.
Does Cetera Investors provide retirement planning services, and how do clients feel about them?
Yes, they offer retirement planning as part of their financial planning services. Clients express satisfaction with their ability to prepare for a secure future, often mentioning the positive impact on their long-term financial well-being.
Can I get investment advice from Cetera Investors, and what do clients say about their expertise?
Yes, they provide investment advice as part of their financial planning services. Clients commend Andrew Pyburn for his expertise and ability to educate them about their investment options without making them feel overwhelmed.
Does Cetera Investors offer insurance services, and what types are available?
They offer various insurance services, including term life insurance, whole life insurance, and disability insurance. This comprehensive approach helps clients secure their financial future through various protective measures.
What types of investment management services does Cetera Investors provide?
Cetera Investors offers investment management services, including portfolio management, mutual fund investment, and stock market advisory. This range helps clients effectively manage and grow their investments.
How does Cetera Investors assist with personal financial planning?
They provide personal financial planning services, focusing on long-term strategies tailored to individual needs. Clients appreciate the fresh thinking and personal approach that Andrew Pyburn brings to financial legacy planning.
Where is Cetera Investors located?
900 Isom Rd #220, San Antonio, TX 78216, USA

Location & directions

San Antonio, Texas
Cetera Investors
Financial Consultant
Address
900 Isom Rd #220, San Antonio, TX 78216, USA
Hours
Closed Now
Cetera Investors Reviews · 4.5 average
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