Cetera Financial Specialists

Cetera Financial Specialists is a financial planner in Yonkers, New York, serving individuals and families seeking personalized wealth management and long-term financial strategy. The firm specializes in retirement planning, investment advisory services, and comprehensive financial goal setting, helping clients build sustainable financial futures. With a focus on client-centered solutions, Cetera Financial Specialists works closely with clients across Westchester County and surrounding areas, leveraging a national network of expertise and resources. The firm benefits from a strong reputation, reflected in its extensive online presence and consistent client feedback.

Cetera Financial Group, the parent organization, emphasizes a client-first philosophy rooted in empowerment, innovation, and accountability. Advisors are supported through a comprehensive suite of tools, including proprietary technology platforms, strategic partnerships with leading financial institutions, and white-glove onboarding that ensures seamless transitions. The firm’s Advice-Centric Experience® is designed to enhance collaboration between advisors and clients, enabling clearer communication and stronger relationships. Cetera also fosters a culture of inclusion and community impact through its nonprofit arm, Caring Cetera, which supports youth programs, educational initiatives, and disaster relief efforts.

Located at 55 Caryl Ave in Yonkers, the firm sits just a short distance from Broadway and South Broadway, within walking proximity to the Las Hermanas Mirabal Community School and Justice Sonio Sotomayor Community School. Nearby landmarks include the Yonkers Fire Station 4 and the Lowerre neighborhood, placing the office in a central, accessible part of the city.

Cetera Financial Specialists stands out for its thorough, well-documented business information and a website that search engines read cleanly, key indicators of reliability and professionalism. These strengths reflect a firm committed to transparency, accessibility, and operational excellence, positioning it as a trusted partner in financial planning across Yonkers and beyond.

In a city where financial stability is a shared priority, Cetera Financial Specialists delivers a locally grounded, nationally backed approach to wealth management, helping residents turn long-term aspirations into measurable outcomes.

Services:

• Onboarding Support
• Program Success Design
• Research and Insights
• Technology and Tools for Advisors
• Wealth Management Solutions