Broker Check

Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Securities

Stocks

Mutual funds

ETFs

Variable annuities

IRAs

Retirement planning alternatives

Tax Preparation and Planning (Wallace Tax and Accounting Services)

Income tax returns

Estate tax estimates

Personal planning

Investment

Real estate tax planning

Insurance


Both term and permanent life contracts

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

joyce.wallace@ceteraadvisors.com | (301) 593-7900