Cetera Investment Services Announces Key Financial Institution Affiliation Networking Agreements
The Californer/10288629

~ Cetera Financial Group, a leading financial advisor Wealth Hub, has announced that several major financial institutions have renewed their networking agreements with Cetera Financial Institutions. This includes GTE Investment Group, East West Wealth Management, and First PREMIER Investment Services, all of which have signed long-term renewal agreements.

According to Cetera Financial Institutions, these three institutions conducted thorough due diligence and considered proposals from multiple firms before deciding to renew their relationships with the company. This is a testament to the value and growth that Cetera Financial Institutions provides to its clients.

LeAnn Rummel, president and CEO of Cetera Investment Services, expressed her excitement about the recent renewals. "The flurry of renewals this year underscores the depth of value and growth we provide holistically to our financial institutions," she said. "As more bank customers and credit union members seek financial planning and wealth management services, we are positioned well as an industry leader in helping financial institutions deliver these services in a personalized and unified manner while strategically growing business."

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The program managers at the renewing financial institutions also shared their enthusiasm for continuing their partnerships with Cetera Financial Institutions. Michael S. Simon AVP, Program Manager at GTE Investment Group stated, "We are truly excited to continue our relationship with Cetera for the long term." He added that after performing due diligence, they determined that Cetera was the best partner to help them continue their unprecedented growth and success.

Gary Harmelink, Program Manager at First PREMIER Investment Services also expressed his satisfaction with the partnership. "Our growth has been outstanding with Cetera as a partner," he said. "We have been with Cetera for over 20 years and are excited about our recently signed long-term contract extension."

These recent renewals at Cetera Financial Institutions come on the heels of two other significant milestones for the company - celebrating its 40-year anniversary and announcing a new affiliation with California Coast Credit Union.

With nearly 40 renewals signed through July 2024, Cetera Financial Institutions boasts an impressive retention rate of 99 percent for all institutions. This further solidifies their position as a trusted and reliable partner for financial institutions looking to provide top-notch financial planning and wealth management services to their clients.

For more information about Cetera Financial Institutions, please visit their website.

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