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Helping You Reach A More Confident Tomorrow

We provide tailored wealth management strategies to support you and your family.

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Individuals & Families

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Retirees

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Businesses & Professionals

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Everything You<br/>Need in Once Place

Everything You
Need in Once Place

From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time. Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.

Commentaries

Cetera Investment Management’s take on current market, economic & cultural events.

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The Week Ahead Video

Cetera’s Chief Investment Officer Gene Goldman sheds some light on what might be moving the markets each week.

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Weekly Market Recap

Looking back at the past week’s market movements and economic events.

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Monthly Market Recap

A recap of the past month’s overall market performance and notable events.

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Quarterly Market Recap

Reviewing the previous quarter’s market and economic activity and looking ahead to what the next quarter has in store.

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Market Outlook

Cetera Investment Management’s timely Outlook examines what the national and global economic forecast has in store.

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A Team Dedicated
To Your Success

Our team approach offers a range of services to provide more benefits to our clients.

Meet our team

Get Started With Our Easy Process

Step 1
Discovery Call

We begin with a complimentary consultation to understand your current financial situation,goals, and concerns. This meeting allows us to get to know each other and see if we are a good fit to work together.

Step 2
Build Your Plan

Our team will develop a customized financial plan that outlines specific strategies to help you pursue your goals.

Step 3
Monitor & Grow

Financial planning is not a one-time event. We will continuously monitor your plans progress and make adjustments as needed to keep you on track, considering any changes in your life or the market.

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Learning Library

It’s time you changed the conversation about money from product-focused to process-driven. We’ll shatter your pre-conceived notions about money and what to expect from your financial professional

Our Approach to Planning

Retirement

A client’s understanding of the challenges and opportunities before them is essential. We help them make the decisions they need today, to pursue their ideal retirement tomorrow.

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Tax

We understand that effective tax planning is a crucial part of your financial strategy. Our approach to tax advice is designed to help you minimize your tax liability while staying compliant with the latest tax laws and regulations.

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Lifestyle

We believe that financial planning should be about more than just accumulating wealth- it should be about creating the life you truly want to live. Lifestyle Financial Planning is our holistic approach that puts your life goals, values and aspirations at the center of your financial strategy.

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Investment

We understand that a well-crafted investment strategy is a cornerstone of your financial success. Our Investment Financial Planning services are designed to help you grow and protect your wealth, aligning your investments with your financial goals, risk tolerance, and time horizon.

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Estate

A sound estate program ensures that your legacy reflects your values, supports your loved ones, and provides peace of mind. Our estate planning services help you organize, protect, and pass on your assets in a way that aligns with your wishes and goals.

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Money

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team supporting you every step of the way.

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For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice.

We Want to Hear From You

Fill out the form and we’ll be in touch to talk about your financial needs.

Dana Cafaro

Dana Cafaro

Registered Practice Operations Coordinator

(518) 261-2220

(877) 338-8826

dana.cafaro@ceterais.com

Dana has been an essential part of the team since February 2008. She graduated from the University at Albany in December 2007 with a Bachelor's Degree in Economics & Business and holds Series 6, 63, 66, and 7 licenses...

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Lorissa Hoff

Lorissa Hoff

Financial Advisor

(518) 261-2313

(518) 478-6440

lorissa.hoff@ceterainvestors.com

Lorissa Hoff is a dedicated Financial Advisor with Greenwood Hoff Wealth Management, under Cetera Investors. Originally from Queensbury, NY, Lorissa graduated from SUNY Oneonta in 2018 with a Bachelor's degree in Economics...

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Matthew Greenwood

Matthew Greenwood

Financial Advisor

(518) 261-2183

(518) 478-6313

matthew.greenwood@ceterainvestors.com

Matt has been in the financial services industry since graduating from Siena College in 1995 with a Bachelor of Science in Finance. He began his career at First Investors, which later became Foresters Financial and eventually...

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Stephanie Yurschak

Stephanie Yurschak

Licensed Sales Assistant

(518)261-3851

stephanie.yurschak@ceterais.com

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