Don't Just Dream, Plan! SM
At Cetera Advisors LLC, we believe that financial planning and wealth management should be tailored to each individual's unique situation and goals. Our team of experienced financial professionals is dedicated to providing high-quality service and expert advice to help our clients achieve their financial objectives.
Our Services
At Cetera Advisors LLC, we offer a comprehensive range of financial services designed to help our clients achieve their financial goals. Our services include:
- Comprehensive Family Wealth Management: We take a holistic approach to wealth management, considering all aspects of our clients' financial lives, including investments, taxes, estate planning, and insurance.
- Retirement Planning: Our experts can help you create a customized retirement plan, ensuring you have a secure income stream for the rest of your life.
- Investment Portfolio Management: We can help you create and manage a diversified investment portfolio, tailored to your risk tolerance and goals.
- Estate Planning: Our experts can help you create a comprehensive estate plan, ensuring the transfer of your assets to your loved ones.
- Tax Planning: We can help you minimize your tax liability and maximize your after-tax returns.
How We Work
At Cetera Advisors LLC, we believe that financial planning is a collaborative process between our team and our clients. We take the time to understand our clients' goals, risk tolerance, and financial objectives, and develop customized plans to help them achieve their financial goals.
Meet Our Team
Our team of experienced financial professionals is dedicated to providing high-quality service and expert advice to our clients. Our team includes:
- Curt E. Coulombe, CFP: As a CERTIFIED FINANCIAL PLANNER, Curt Coulombe's primary goals are to relieve clients' anxieties and eliminate the mystery of investing with simplified, yet unique, investment plans.
- Stanley R. Smiley, Esq., J.D.: As senior vice president of Cetera Financial Group's Advanced Planning Group, Stan Smiley has over 35 years of legal and estate business planning experience.
Contact Us
To learn more about our services and how we can help you achieve your financial goals, please contact us at:
Contact Office: 770 451-2446
Mobile: 770 572-4695
Curt Mobile: 770-572-4695
Curt Fax: 866 713-6425
3101 Towercreek Parkway Suite 615
Atlanta, GA 30339
Client Feedback
Experience with Financial Advisors
Curt and Duffy from the financial advisory firm have received overwhelming praise from their clients. They are described as "very knowledgeable" about their clients' financial needs and concerns. One client, Sunjay Shanker, had a particularly positive experience working with them.
Expertise and Professionalism
Curt and Duffy's expertise and professionalism have earned them a 5-star rating from Sunjay Shanker. He thoroughly enjoyed working with them and would highly recommend their services to others. In fact, he encourages anyone to take advantage of their complimentary consultation.
Staff Performance
The staff at the financial advisory firm has demonstrated exceptional performance, leading to a high level of client satisfaction. They have shown a deep understanding of their clients' financial situations and have provided tailored solutions to address their concerns.
Conclusion
Overall, the feedback suggests that Curt and Duffy are knowledgeable, professional, and expert financial advisors who can provide valuable guidance to their clients. Their commitment to excellent service has earned them a reputation for providing top-notch financial advice.
