Cereus Financial Advisors is operating normally right now and we can support you with either face-to-face meetings or video meetings. We are available via email or over the phone. We hope that you and your family are healthy and please know that we want to support you during this difficult time. We are happy to meet with you in-person if you have been vaccinated.
Worried about the financial decisions which affect you and your family? We can help plan for your future. We advise executives, professionals, and business owners about college and retirement planning as well as investment management and insurance. Cereus Financial Advisors are fiduciaries to our clients.
Worried about the financial decisions which affect you and your family? We can help plan for your future. We advise executives, professionals, and business owners about college and retirement planning as well as investment management and insurance. Cereus Financial Advisors are fiduciaries to our clients.
Services
Video Conference Available: Instead of a face-to-face meeting, we are pleased to offer video conference capability. We have been doing this with most of our clients. Please contact us to set up a meeting. Cereus Financial Advisors was started in 2015 by David Haas CFP to help professionals and small business owners.
Video Conference Available: Instead of a face-to-face meeting, we are pleased to offer video conference capability. We have been doing this with most of our clients. Please contact us to set up a meeting. At Cereus Financial Advisors, we create deep and meaningful relationships with our clients and their families.
Serving NY & NJ families with a junior or senior in high school who want to maximize needs-based and merit-based financial aid by choosing the right college and creating a plan to pay for it. By answering a series of questions about your family's makeup, finances, and your student's academic achievement, College Money Match helps you forecast financial aid awards at thousands of colleges and universities.
Video Conference Available: Instead of a face-to-face meeting, we are pleased to offer video conference capability. We have been doing this with most of our clients. Please contact us to set up a meeting. Learn valuable financial tips and tricks from David Haas and Mike Dunne as they walk you through different aspects of financial planning in easy to understand videos.
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