Wealth Management, Insurance, Investments & Retirement Planning

One-on-one guidance, for a bright future

Personalized financial guidance and smart investment options, so you’ll be ready for what’s next.

You need dependability when it comes to your financial future. At Investors Financial, take advantage of our wealth management, insurance, investment and retirement planning experts. You’ll work one-on-one with a licensed professional who clearly explains your investment options and works with you to tailor a solution based on your personal and business goals.



Investments & Retirement Planning

When it comes to your future and your retirement, there are things you can control, and things you can’t. Markets go up and down, circumstances and priorities change – life happens. As we develop and work your plan, our combination of sound financial guidance and prudent investments keep the focus on what you can control

Wealth Management

Grow, protect and manage your wealth, today and for the future. Our portfolio management experts provide expert advice and guidance every step of the way. No matter your goals, our customized strategies and creative solutions can get you there.

Insurance Services

Whether you are just starting out or nearing retirement, get the coverage you need to protect everything that matters to you. Investors Financial has a policy that’s right for you, so you can affordably safeguard your family for years to come.

COVID-19 Regulations: New York

A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations (the “regulations”) issued by the New York State Department of Financial Services (“Department”), extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a result of the novel coronavirus (“COVID 19”) pandemic. These grace periods and rights are currently in effect but are temporary, though they may be extended further. Please check the Department’s website at for updates.

A copy of the Executive Order and regulations can be found at and, respectively.

Insurance Payments—Grace Period

If you can demonstrate financial hardship as a result of the COVID-19 pandemic, your insurer must extend to 90 days the applicable grace period for the payment of premiums and fees under your life insurance policy or annuity contract. If you do not make a timely premium payment and can demonstrate financial hardship as a result of the COVID-19 pandemic, your insurer may not impose any late fees relating to the premium payment or report you to a credit reporting agency or a debt collection agency regarding such premium payment.

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Privacy Policy and other Important Information.

This site is published for residents of the United States only. Registered Representatives 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