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How To Get Started

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  2. How To Get Started

How To Get Started

Contact us to set up a meeting! Evenings and some weekends are available!

Phone: (570) 966-0419
E-mail: dmoore@ceteranetworks.com

To the meeting please bring the following:

  • Most recent savings account, 401(k), and IRA statements
  • Life Insurance policy information
  • Mortgage & consumer debt balances
  • Your current budget worksheet, if any
  • Photo ID

The initial meeting is where we will discuss your personal situation, including any debt, work, savings, current investments, etc. to come up with your plan. When you have decided which course to take, I will collect your personal data to create & open your accounts. From there we begin funding your accounts!

Securities offered through Cetera Advisor Networks LLC member FINRA\SIPC. Investment advisory services provided through Vicus Capital Inc.  Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at www.ceteraadvisorrnetworks.com.  

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