Helping You Pursue Your Financial Goals
When it comes to your financial dreams, taking action is vital to your success. But that's not always easy. You know where you are and where you want to go. My goal is to help you get there.
As an advisor, I am committed to making your journey toward financial success as easy as possible. You can relax knowing you are working with someone who has your best interests in mind.
A Client-Centered Approach
It's all about you. l'm here to help you:
- lnvest for retirement — before and during your retirement years
- Analyze and help you understand your investment options
- lncrease your understanding of Social Security
- Create lifetime income strategies
- lnvest for college expenses
- Protect your family or business with risk management strategies
- Preserve your wealth
Whatever your goals or stage in life, I can help you make the right choices.
About Cetera
Cetera Financial Group is a network of independent retail broker-dealers delivering financial advice to individuals, families and company retirement plans through trusted financial advisors and financial institutions.
Marcia Swann, Cetera Investment Representative, is available to offer clients delivery of high-quality investment products, wealth management solutions, state-of-the-art technology and service offerings, diverse product choices, and the insight to help you make better informed decisions about your investment needs.
Services include:
- Retirement Rollovers
- Mutual Funds
- Life Insurance
Contact Marcia Swann at 620-356-8112 for all your investment needs.
201 S Main St
PO Box 389
Ulysses, KS 67880-0389
Current Cetera customers can log in to their Cetera Accounts here:
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This site is published for residents of the United States only. Registered Representatives of Cetera lnvestment 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 throu8h every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera lnvestment Services LLC site at www.ceterainvestmentservices.com
Securities and insurance products are offered through Cetera lnvestment Services LLC (doing insurance business in CA as CFGIS lnsurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera tnvestment Advisers LLc. Neither flrm is affiliated with the financial institution where investment services are offered. lnvestments are; *Not FDIC/NCUSIF insured aMay lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency
