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ABOUT US

MISSION

We specialize in providing wealth advisory services for clients seeking financial success and security.

Driven to understand and deliver on the unique needs and goals of our clients, our team develops customized strategies to help minimize financial risk and maximize financial opportunity. We hold ourselves to the highest standards of quality and integrity as we partner to empower your future.

VISION

Our blueprint and focus for what we strive to accomplish in order to deliver a unique experience that our clients embrace.

People

Hire and retain the "right" people who aspire to do great work. We take pride in having loyalty, integrity, and strong values.

Service

We believe in a culture of providing first class service as the only way to engage our clients​.

Technology

A continued focus to improve workflow and processes in order to maximize efficiency and provide the greatest value to our clients.

Adaptability

Staying ahead of the industry changes and trends, while ensuring the processes, platforms, products and business models we use remain cutting edge.

values

The foundation of who we are and how we live our lives. As people, our values are our greatest assets.

Integrity

A being of moral soundness, honesty and ethical principles. To do what is right and our words are true.

Honesty

Having trustworthy qualities necessary for our clients to rely on us.

Ethics

We have the confidence to stand behind our decisions, to do what is right, regardless of the business implications.

Leadership

Having the courage and character to stand alone and gain the confidence of others.

Compassion

Desire to understand the needs of others.

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Securities offered through Registered Representatives of Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser.  Advisory services and financial planning offered through Vicus Capital, Inc., a Federally Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 

 

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

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisor Networks, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.

This site is published for residents of the United States only.  Registered representatives of Cetera Advisor Networks 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 representative listed.  For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com

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Branch address: 476 Rolling Ridge Dr., Ste 333, State College, PA 16801

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Important Information | Business Continuity Plan | Broker/Dealer Website

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