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Define your legacy on your terms

To start a conversation with one of our trust specialists, call 800.818.7988 today or submit this form to learn how we can meet your needs.

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Cetera Trust Company, N.A. (Bank) is an affiliate of Cetera Financial Group, Inc. (defined below) and a national non-depository trust bank chartered by the Office of the Comptroller of the Currency. Among other services, the Bank provides expertise in trust administration and trust investment management.

Cetera Financial Group’s independent retail firms offer securities brokerage services. Cetera Investment Advisers LLC (also d/b/a Cetera Advisor Networks and Cetera Advisors) is a registered investment adviser that offers investment advisory services. Individuals affiliated with these Cetera firms, as applicable, are registered representatives who offer only brokerage services and receive transaction-based compensation (commissions), investment adviser representatives (IARs) who offer only investment advisory services and receive asset-based fees (fees), or both registered representatives and IARs, who can offer both types of services and receive the corresponding commissions and/or fees. Certain IARs also act in the role of a promoter, and in this role, are compensated by the Bank with a fee for referring investment advisory clients to a number of Bank sponsored investment offerings.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Trust Company, Cetera Financial Group’s broker dealer firms, Cetera Investment Advisers, LLC, nor any of their representatives may give legal or tax advice.

Investment and insurance products are: Not a deposit · Not FDIC/NCUSIF insured · Not insured by any federal government agency · Not guaranteed by any financial institution · May go down in value.

“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), and Cetera Financial Specialists LLC. All firms are members FINRA/SIPC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Avantax, Inc. (Avantax) is a wholly owned subsidiary of Aretec Group, Inc. (dba Cetera Holdings). Avantax is a unique community within Cetera Holdings. Avantax Investment Services, Inc., a subsidiary of Avantax, Member FINRA / SIPC. Located at 3200 Olympus Blvd, Suite 100, Dallas, TX, 75019. Avantax and Cetera Financial Group are under common ownership.

Learn more about our firm's background and Investment Professionals on FINRA's BrokerCheck

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