• Asset allocation* strategies customized to your objectives
  • Guidance to help ensure financial independence and diversification* of assets
  • Strategies for creating sound investment portfolios

We work with our clients to provide creative and integrated strategies to help meet your company’s specific needs. Investors Financial’s investment strategies are designed to help meet your customized goals.

* Asset allocation and diversification do not assure a profit or protect against loss.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.