College Savings Plans
Non-deposit products are not FDIC insured, are not deposits, and may lose value.
They grow up so fast! How do you know when it's time to start investing for their college and other education expenses when they're growing up? Our investment representatives can help you answer this and many other questions, when it comes to college savings plans.
There are a variety of ways to invest and we can help you determine which one is right for you. Whether you are interested in a 529 college savings plan, an education savings account or a custodial investment account; we can assist in weighing the pros and cons of the investment alternatives that are available to you and develop a plan that fits your educational funding needs.
Before investing in a 529 plan, investors should carefully consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 plan.
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Located at: 125 N. Third Avenue, Oakdale, CA 95361, 866.844.7500
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 LLC. Neither firm is affiliated with the financial institution where investment services are offered. 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.
Investments are: * Not FDIC insured * May lose value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency.
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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services 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 advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com
