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Cetera Investors - Stead Julian
- Financial Services
- Phoenix, AZ
About this business
My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you. I think it’s important for you to know who these partners are and why I have chosen to work with them. I am affiliated with Cetera Investment ... read more
Location details
1702 E Highland Avenue, #204, Phoenix, AZ, 85016, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Montse is so kind and patient. I did not have a lot of knowledge about finances, and she helped break everything down to where it was easy to understand. Montse also helped me set future goals, showed me the steps I needed to take to achieve those goals such as ways to save to achieve those goals. Montse is honestly the best, and I highly recommend her! The best part, I never felt judged when she reviewed my debt with me!
Montse has been helping me every step of the way. She's great at keeping communication and explaining everything to me. You can tell she's very passionate in what she does, she's the best!
Great group to work with. They help my business and employees get great results for their financial future. Montse is by far the best at planning and communication.
Montse is amazing. She is knowledgeable and so non judgemental. She also makes things easy to understand.
Frequently asked questions about Cetera Investors - Stead Julian
How is Cetera Investors - Stead Julian rated?
Cetera Investors - Stead Julian has a 5 star rating with 4 reviews.
When is Cetera Investors - Stead Julian open?
Cetera Investors - Stead Julian is closed now. It will open on Monday at 8:00 a.m.