Legacy Investment Services

A Cetera Investment Services Program, member FINRA/SIPC

Investment Products

  • Money markets
  • Treasury bills, notes and bonds
  • Stocks
  • Bonds (taxable and tax-free)
  • Mutual funds
    Real estate investment trusts (REITs)
  • Annuities (fixed and variable)
  • IRAs, SEPs
  • TSAs
  • 529 plans
  • Seminars

Insurance Products

  • Individual and group life (term, fixed/variable, universal)
  • Disability
  • Long-term care
  • Private pension
  • Key-person insurance

Business products and services

  • Qualified plans: 403(b), 401(k), profit sharing
  • Pension Planning
  • Deferred compensation strategies

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.

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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