Honor Investment Services
Holistic financial planning, wealth management, and retirement strategies designed for your long-term goals.
Invest in Your Future
Our Honor Investment Services team helps members navigate their financial journey with personalized planning, tailored investment solutions, and ongoing support so you can pursue your goals with confidence.
Our Collaborative, Client-First Approach
Personalized planning tailored to your life goals (individuals, families, business owners).
Holistic strategies covering retirement, legacy, tax, and investment goals.
Ongoing reviews and adjustments to keep your plan aligned with life changes.
Education and transparency at every step.
Investment Services Built Around You
From retirement and wealth management to education and legacy planning, our advisors help you create a strategy that fits your life.
Wealth Management & Retirement Planning
Personalized strategies for long-term financial success.
Retirement Plans & IRA Rollovers
Guidance on retirement income planning and IRA consolidation.
Education Funding Strategies
Solutions to help save for education.
Estate & Legacy Planning
Coordinate your legacy and wealth transfer goals.
Tax-Smart Investing
Optimize strategies based on your financial situation.
Business & Succession Planning
Planning support for business owners and transitions.
Meet Your Advisory Team
Our advisors work closely with you to understand your goals and deliver thoughtful guidance designed to support your long-term financial plan.
Who is Cetera?
Cetera Investment Services, LLC is an experienced brokerage firm, providing services and products to the customers of nearly 500 financial institutions. Cetera Investment Services is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). They offer a broad range of investment and insurance products, including: Mutual Funds, Stocks and Bonds, Unit Investment Trusts, Tax-Deferred Fixed and Variable Annuities, Life and Long-Term Care Insurance.
Who is Cetera?
Cetera Investment Services, LLC is an experienced brokerage firm, providing services and products to the customers of nearly 500 financial institutions. Cetera Investment Services is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC). They offer a broad range of investment and insurance products, including: Mutual Funds, Stocks and Bonds, Unit Investment Trusts, Tax-Deferred Fixed and Variable Annuities, Life and Long-Term Care Insurance.
Honor Investment Services is a marketing name of Cetera Investment Services. Securities and insurance products offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Neither firm is affiliated with the financial institution where investments are offered. 400 First Street South, Suite 300 St. Cloud, MN 56301
Advisory services may only be offered by investment adviser representatives in connection with an appropriate Advisory Services Agreement and disclosure brochure.
Important Information and Form CRS
This site is published for residents of the United States only. Financial Professionals of Cetera Investment Services LLC 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 Investment Services LLC site at www.ceterainvestmentservices.com. Cetera is not affiliated with the financial institution where investment services are offered. Individuals affiliated with Cetera firms 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. 400 First Street South, Suite 300, St. Cloud, MN 56301 – (320) 656-4300
For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Investment Services LLC nor any of its affiliates offer tax or legal service.