Broker Check

9275 Sky Park Court, Suite 425, San Diego, CA 92123

(858) 650-6830 x 300
daniel.fleming@ceterainvestors.com
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Services

Investments

Common Stocks

Bonds

ETFs

Mutual Funds

Brokerage Accounts

College savings accounts (Coverdell ESA, 529)

Traditional IRA

Roth IRA

Retirement accounts for the Self-Employed

Simple IRA

401(k), Solo 401(k)

403(B)

Profit-Sharing Plans, Solo cash balance plan

Financial Planning

Retirement Plans

Asset Allocation

Pension maximization

Tax Savings

College Plans

Estate Plans

Fee-only Service

Insurance/Annuities

Life Insurance

Term Life

Universal Life

Whole Life


Annuities

Fixed Annuities

Equity Indexed Annuities

Variable Annuities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

daniel.fleming@ceterainvestors.com  |  (858) 650-6830 x 300