Cereus Financial Advisors LLC Information

Cereus Financial Advisors, LLC is an independent, privately owned investment advisory firm, committed to helping clients make better financial decisions in all aspects of their financial lives. Families are our first priority and, like family, we aim to build long-term relationships with all of our clients. Building relationship takes time. It takes trust. Whether your primary goal is to save for retirement, college education, or a new home, you can trust Cereus Financial Advisors to work with you to create an appropriate financial plan, one that is based on sound investment strategies. As Certified Financial Planners™ and members of the Financial Planning Association, we adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those whom we serve. Our advice is independent, unbiased, and confidential. We understand that financial goals represent more than just money. They embody your hopes, dreams, and aspirations. We also understand that over time your goals can change. That’s why it’s important to review your plan regularly. You can find our webpage at http://cereusfinancial.com. If you have any questions about your current financial situation or wish to schedule an appointment, email us or give us a call at 201-848-6802. Cereus Financial Advisors, LLC is a registered investment advisor. Cereus Financial Advisors, LLC provides investment advisory and related services for clients nationally. Cereus Financial Advisors, LLC will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at cereusfinancial.com