601 East Broad Street, Suite 100, Souderton, PA 18964

robin.clay@ceterafs.com

Tax Returns Plus Financial Services

Tax Returns Plus Financial Services

Home
Resource Center
Tools
- What to Bring
Team

Blank Page Template

Page Heading

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!

Contact

Office: (215) 723-7118

601 East Broad Street, Suite 100,

Souderton, PA 18964

robin.clay@ceterafs.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2023 FMG Suite.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

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.

Business Continuity | Important Disclosures