College Funding Plans
They grow up so fast! How do you know when it's time to start investing for their college and other education expenses when they're growing up? Our investment representatives can help you answer this and many other questions, when it comes to college funding plans.
There are a variety of ways to invest and we can help you determine which one is right for you. Whether you are interested in a 529 college funding plan, an education savings account or a custodial investment account; we can assist in weighing the pros and cons of the investment alternatives that are available to you and develop a plan that fits your educational funding needs.
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/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. 125 N. Third Avenue, Oakdale, CA 95361
Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure as provided.
For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice.