Your Future

Our priority is to help you take care of yourself and your loved ones. We want to connect with you about your personal situation; especially, your dreams and goals. Long-term relationships that encourage open communication are the foundation of our success. Our goal is to ensure that you are confident about your future.

Also, take a look at our "Events" tab to see when our next informational workshop will be.

As you search our site, let us know any questions you may have about any particular investment concepts or products in our "Contact" section. We look forward to meeting you!

Learn more

Katherine Martin CRC®

Financial Advisor | Wealth Manager

(516) 338-4888 x120

(516) 794-4907

katherine.martin@ceterainvestors.com

John Golden

Branch Manager

516-338-4888

Maryann Irving

Branch Administrator

516-338-4888

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. With years of collective experience, we'll help secure your legacy for generations to come.
Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

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