Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future.
While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human.
Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
Individuals affiliated with Cetera firms 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
Financial Advising & Planning for Entertainment Company
AccountingFinancial Advising & Planning
$200,000 to $999,999
Jan. 2019 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
4.5
Willing to Refer
5.0
"It provides a better return on investment."
Apr 29, 2022
Director of IT & Procurement, Entertainment Company
Anonymous
Hospitality & leisure
Honolulu, Hawaii
1,001-5,000 Employees
Survey Response
An entertainment company wanted to address their unique concerns and has hired Cetera Financial Group to automate their processes. The team handles the client's budget, investments, and other legal matters.
Thanks to Cetera Financial Group's help, the client now has quicker and automated processes. Aside from that, their employee productivity is now more efficient. Moreover, the partnership has ultimately resulted in the client's improved ROI.
BACKGROUND
Briefly describe what your company does and your role there.
My company provides entertainment service and food and beverage. I'm the director of internet technologies and procurement.
OPPORTUNITY / CHALLENGE
What were your company's goals when you started looking for a partner?
We wanted a solution that would meet all our unique needs. We wanted to automate the process.
SOLUTION
Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.
They handle all investment and claims. They adjust our budget accordingly. They handle certain legal maters.
How many people does your company work with?
6-10
How did you find this provider?
Online search
Why did you choose to work with them?
Positive reviews and ratings
Pricing fits our budget
Great culture fit
Good value for cost
Referred to me by a trusted source
Company values aligned
RESULTS & FEEDBACK
What are the results or deliverables of this partnership that demonstrate progress or success?
The process is faster. It makes employees productivity more efficient. It provides a better return on investment.
How does your team communicate with this service provider?
Virtual Meetings
Phone calls
Email or Messaging App
Project Management platform
Are there any areas for improvement or something this service provider could have done differently?
I'd like to be able to consolidate payroll more.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
5.0
NPS
Showing 1-1 of
1 Reviews
Locations (5)
200 N Pacific Coast HwyEl Segundo, CA,
United States90245
If you’re not seeing exactly what you need here, send this company a custom message.
You can talk about your project needs, price, and timeline to get started on your project.
Sign in to see which brands trust Cetera Financial Group.
Get connected to see updates from Cetera Financial Group like new case studies, latest reviews, their latest masterpieces in their portfolio, delivered straight to you.