Cetera Financial Specialists, Registered Representative

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
 

We are a full service investment and tax firm. We like to work with individual families and small business people to assist you in achieving your financial goals.

Please let us help you prepare your Personal or Business income tax return as we get to know each other.

We have added a new feature, to the right side of this page you will see a client portal log in. From here, you will be able to enter a secure server and view and print your old tax returns. Please try it out. If you need assistance, please feel free to email us.

In 2014, we have added another location for Tax and business services at 234 West St, Annapolis. Free parking is provided to the rear of the building. YOu can schedule apointments at either location.


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal tax and financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, wealth preservation, and tax implications of the choices you make everyday. Most important, we hope you see the value of working with skilled professionals to pursue your tax and financial goals.