Welcome to Tundidor Wealth and Investment Group, an office of Cetera Financial Advisors. We are a full-service Independent Financial Planning practice focusing on Retirement, Investment Management, Income Spend-Down Strategies, Wealth Management, Tax Planning and Estate Planning through our open architecture and unbiased approach. We give our clients the familiarity of a large national brand while providing the flexibility and intimacy of a local boutique firm. Our mission is to help clients grow and protect their wealth while having a one-on-one long-term relationship through retirement and the passing of any assets to future generations. We focus on pre-retirees/retirees, high net worth investors, and business owners.
Independent Financial Planning firm: We do not work for a major money manager, bank or captive brokerage firm. We only work for you.
Personalized One-on-One Relationship: Our clients receive individual Financial Planning and Advice that caters to their specific needs and not a standard "Cookie Cutter" plan. They also find comfort in knowing that they can contact and meet with us directly and not a 1-800 number. Ultimately, we give our clients the familiarity of a large national brand while providing the flexibility and intimacy of a local boutique firm.
Unbiased And Independent: There are many financial firms that favor their own proprietary investments and strategies. We believe in recommending investments and services that are best for our clients regardless of the company they are from. Because our firm is truly independent, we formulate our clients' financial plans and recommendations catered specifically to them without the bias that can result from having proprietary products and services. Our clients appreciate not being exposed to this potential conflict of interest. Clients want a trusted advisor that sits on the same side of the table as they do.
Fiduciary Responsibility: Briefly means that we are legally obligated to put the clients’ best interests first for advisory clients and most retirement accounts.
We are an independent firm, so we remain focused on you and your goals and never on selling a product.
We listen to understand your financial concerns before we create your plan. We provide a uniquely personal touch, so we are the last and most trusted advisor you ever hire.
We pride ourselves in not only honing our profession but the passion and drive we bring to your life goals and desires.
We are fiduciary planners first; we help you imagine where you want to be and work with you year after year to reach your goals on your ever-changing financial journey.
We will be happy to help and even offer a complimentary, no obligation initial consultation at our office or your home for us to share with you who we are, what we do, and how we are different. Our goal is to help you achieve all of your financial aspirations.
At Tundidor Wealth, we help make financial planning easier to understand and execute by:
If you have any questions, please call us at (215) 399-9389 or e-mail us at LawrenceT@ceterawealth.com.
We look forward to speaking with you!
In 2014, ING U.S. rebranded and became Voya Financial. After the rebranding, Voya sold several of their businesses to other companies, but retained their broker/dealer (Voya Financial Advisors) at that time. In spring of 2021, Voya announced their agreement to merge Voya Financial Advisors to Cetera Advisors, which originally was founded by ING Group in 2010.
Cetera, who has $288 Billion of Assets Under Administration, as of December 31st, 2020, brings a wealth of technology and support to both our advisors and back-office team, which greatly benefits all our clients. Some added benefits include:
Cetera Advisors is part of the family of independently managed firms of Cetera financial group (Cetera). For the past 30 years. Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us and advisors across all 50 states. You can be confident that their tools, technology and support help make us more effective in our relationship with you.
While a broker-dealer helps supervise and facilitate the trading that converts your cash into invested assets, those assets are actually help by a custodian. Cetera Advisors works with two custodians. Pershing LLC custodies brokerage accounts, including the brokerage accounts within IRAs.
Pershing is a subsidiary of the Bank of New York Corporation, which is the nation's oldest continuously operating bank and one of the world's leading providers of securities services. both Pershing and Cetera Investment Services have to meet certain net capital requirements and are subjects to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation and protection of investors' assets.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.
We are a full-service Independent Financial Planning practice focusing on Retirement, Investment Management, Income Spend-Down Strategies, and Estate Planning through our open architecture and unbiased approach.
We offer a unique approach to your wealth focused on understanding your values, your goals, current status. We work with you to create a unique robust and time-based plan designed to help you liv the life you can envision.
We are a diverse team of professionals offering different perspectives and years of experience in the industry. We’re united on your behalf and driven to educate every client with knowledge to stay the course and reach their goals.