Holistic Financial Planning

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  • 03 mins 51 secs
We're in an era where clients are seeking more than just investment advice. Joe Johnson of DeLong & Brower Financial Services offers guidance to financial advisors looking to develop a specialization and holistically serve more customers.

Channel

Cetera Financial Group


About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. Located at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670

Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services. All firms are members FINRA / SIPC.

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