Cetera Investors
-
9275 Sky Park Ct #350
San Diego, California 92123 - 858-650-6830
Hours
Chamber Rating
-
Brent Cousino
Cetera recently acquired Foresters Financial and is having an immediate positive impact on both clients & financial advisors. They are implementing an advanced platform giving advisors every resource necessary to provide exceptional service & advanced investment strategies. Cetera is a fantastic company with very personalized service.
Sep 15th, 2019 -
D B
Wonderful company with a wide range of services
Feb 28th, 2019 -
Marilyn Pavlov
I first learned about Foresters through a presentation carried out by Yesenia Beckmann, a then representative. I decided to invest 4K in the mutual funds because I wanted active management done on my accounts. The service provided was poor. I contacted Yesenia with a request to cancel the monthly withdrawals and was hit with an overdraft fee the next month. After investing for 10 months, and losing 10% in trade fees (screen shot below), I decided to go to Merrill Edge. Once I submitted my transfer request, I was contacted for the first time in the 10 months I’ve held an account by Foresters. An executive contacted me to convince me to stay with Foresters and that the initial Representative had been let go because she was not paying attention to accounts, evidently. Glad to be gone.
Feb 15th, 2018
Contact Info
- 858-650-6830
- [email protected]
Questions & Answers
Q What is the phone number for Cetera Investors?
A The phone number for Cetera Investors is: 858-650-6830.
Q Where is Cetera Investors located?
A Cetera Investors is located at 9275 Sky Park Ct #350, San Diego, California 92123
Q What is the internet address for Cetera Investors?
A The website (URL) for Cetera Investors is: http://www.ceterainvestors.com/
Q What days are Cetera Investors open?
A Cetera Investors is open:
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Q How is Cetera Investors rated?
A Cetera Investors has a 4.3 Star Rating from 3 reviewers.
Hours
Ratings and Reviews
Cetera Investors
Overall Rating
Overall Rating
( 3 Reviews )Brent Cousino on Google
Cetera recently acquired Foresters Financial and is having an immediate positive impact on both clients & financial advisors.
They are implementing an advanced platform giving advisors every resource necessary to provide exceptional service & advanced investment strategies.
Cetera is a fantastic company with very personalized service.
D B on Google
Wonderful company with a wide range of services
Marilyn Pavlov on Google
I first learned about Foresters through a presentation carried out by Yesenia Beckmann, a then representative.
I decided to invest 4K in the mutual funds because I wanted active management done on my accounts.
The service provided was poor. I contacted Yesenia with a request to cancel the monthly withdrawals and was hit with an overdraft fee the next month.
After investing for 10 months, and losing 10% in trade fees (screen shot below), I decided to go to Merrill Edge.
Once I submitted my transfer request, I was contacted for the first time in the 10 months I’ve held an account by Foresters. An executive contacted me to convince me to stay with Foresters and that the initial Representative had been let go because she was not paying attention to accounts, evidently.
Glad to be gone.
Overall Rating
Overall Rating
( 3 Reviews )Write a Review
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