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Travis W. Meyers
Wealth Manager @Cetera Investors
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WORK HISTORY
Wealth Manager @Cetera Investors
East Hartford, CT, US
I am an RICP® and Wealth Manager in East Hartford, CT with Cetera Investors, a company dedicated to enhancing the delivery of financial advice through an Advice-Centric Experience® to individuals, families and business owners in communities across America.I work with all types of people to help plan their financial legacy, taking into account the long view with fresh thinking and a personalized approach.I will help you:· Save and invest for retirement, education and other life events· Create retirement income strategies· Protect the ones you love· Plan your legacyCetera Investors was created from the purchase of the brokerage business of Foresters Financial, an institution that can trace its beginnings to the early part of the last century. We are driven by our purpose to help all people wherever they are in life and business with their financial health and overall well-being. Using the teams, tools, and technology available from Cetera Investors, we build lasting relationships based on personalized financial advice.We believe that our clients deserve more than a financial solutions provider — they deserve a partner who will help them prosper and improve their community.Let’s review your financial goals. Please contact me at (86••••••00 x315 or by email at t••••••••@ceterainvestors.com.Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers Founders Plaza, Suite 300East Hartford, CT 06108
EDUCATION
The Corporation for Social Security Claiming Strategies
Certified in Social Security Claiming Strategies (CSSCS)
The American College of Financial Services
Retirement Income Certified Professional Designation
Central Connecticut State University
BA
SKILLS
ABOUT TRAVIS W. MEYERS
Hope is not a strategy.
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