Cetera Wealth Partners is an independent firm comprised of highly trained professionals, working together to provide financial products and services to both the individual and business community. Cetera Wealth Partners is dedicated to servicing your needs to the fullest of our abilities and resources.
Cetera Wealth Partners is a multi-faceted financial services company offering a myriad of products and solutions to our clients. This is reflected in our in-depth line of products, services and the quality of advisor associated to our company. Michael Kavanaugh, a Wealth Management Advisor and Registered Principal, is the primary investment advisor located at this branch location.
Cetera Wealth Partners is a multi-faceted financial services company offering a myriad of products and solutions to our clients. This is reflected in our in-depth line of products, services and the quality of advisor associated to our company. Michael Kavanaugh, a Wealth Management Advisor and Registered Principal, is the primary investment advisor located at this branch location.
Services
Neither Cetera Wealth Partners nor Michael Kavanaugh offers tax or legal advice. Please consult with your tax and or legal professional regarding your individual circumstance. The security of your data is our top priority. That's why the system used for your data is with state-of-the-art technology and processes to protect your data 24 hours a day, 7 days a week.
Chances are, you've already heard a lot about the attributes of Living Trusts: avoiding probate and legal quagmires, sometimes lowering estate and/or income taxes and protecting privacy. Yet it's also important to receive solid estate planning guidance before making final decisions, and to carefully weigh the benefits and potential drawbacks.
An individually managed account is a professionally managed portfolio of securities owned directly by the client. Unlike mutual funds, assets are not commingled along with those of other investors. This distinction allows for the account holder to obtain individualized cost basis for tax planning purposes and the ability to customize the investment features of the account to better reflect the client's preferences.
But the years pass. You've built up an estate, and achieved success. Your focus starts shifting away from taking care of yourself, to ensuring your loved ones are cared for after you're gone. That's what estate planning is all about. Wills are the most basic of estate planning documents. First introduced in medieval England, wills are basic instructions to a court how a deceased person wanted to distribute money and property.
Your choice of the right financial professional is not a simple one. It could also be the most significant investment decision you will make in your lifetime. Here at, our main objective is to provide you financial security today and far into the future. We conduct an in-depth evaluation of your financial profile in order to create a structured plan based on saving and investing.
Reviews (12)
Michael W.
Oct 24, 2021
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I am still waiting to have my questioned answered since the beginning of the year. I spent many hours on the phone with Voya and finally had to go to the MA Attorney General and Security and Exchange Commission. I just contacted them. Meanwhile Voya has dropped my claim. Read what NY BBB has on their website about Voya.
https://www.bbb.org/us/ny/new-york/profile/investment-management/voya-financial-inc-0121-151367/customer-reviews
I wouldn't mess with Voya if they give you trouble, rather contact your state AG, the SEC, state and federal government and if you
https://www.bbb.org/us/ny/new-york/profile/investment-management/voya-financial-inc-0121-151367/customer-reviews
I wouldn't mess with Voya if they give you trouble, rather contact your state AG, the SEC, state and federal government and if you
Todd B.
Oct 15, 2021
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Voya is awful. do not use.
I am forced to use Voya for 401k. Do not use them
They do not provide prices for transactions. Statements do not have transactions on them. Really???
They use CLASS W funds from State street, no pricing is available online and they don't provide.
they try to sell advisor services every time I call.
Customer service is non existent. Been on hold for 40 minutes on a Friday morning.
Website is slow and clumsy.
I am forced to use Voya for 401k. Do not use them
They do not provide prices for transactions. Statements do not have transactions on them. Really???
They use CLASS W funds from State street, no pricing is available online and they don't provide.
they try to sell advisor services every time I call.
Customer service is non existent. Been on hold for 40 minutes on a Friday morning.
Website is slow and clumsy.
Trina H.
Apr 23, 2021
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If I could give this company zero stars, I would. DO NOT open an annuity with this company because they will hold your money hostage. I am a teacher and have had a Voya annuity for over 20 years. I am retiring at the end of this school year and I have hired an investment company to take over my retirement accounts so I can make more money. My new Investment Company has been trying to transfer the money in my Voya account into their account since December and it is now almost May. We keep getting paperwork sent back saying something is wrong with it and the transaction cannot happen until it is
Alexa G.
Dec 25, 2020
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I'm reviewing the national service (not this branch). Called them after I didn't get a response from their online email function (over 2 weeks). Customer service was friendly and informative on how to do a direct rollover to an IRA. However, I don't recall other companies charging a $50 (or any) distribution fee. Customer portal is overly basic.
Reggie B.
Oct 16, 2020
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David M.
Oct 12, 2020
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Johnny B.
Apr 04, 2020
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Voya dropped me and my retirement like a bad habit. They are only keeping there corporate contracts and dropping people like myself. Beware this company never trust them. They are bad people. Then they took 11,000.00 to punish ME. I will do nothing but spread the word of what these people did and do.
Wayne F.
Dec 09, 2018
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I was treated very poorly when I transferred my IRA account after being with Voya for several years. I was charged multiple fees and even charged a custodial fee for the following year. When I phoned my representative regarding this charge I was tersely questioned as to why I had transferred my account. Multiple calls were not returned. Later I was abruptly told that there was nothing that could be done to help me. I will never do business with Voya again.
Dan B.
Feb 11, 2018
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My wife recently had to close out her mother's various annuities and life insurance after her Mother's death. All were handle seamlessly, promptly, and professionally, along with great sensitivity. Except for one: Voya. Don't let a penny of your money go to them, you will be so sorry in the long run.
Gordon R.
Sep 26, 2017
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Jerry P.
Apr 13, 2017
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Ron M.
Feb 17, 2016
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