What We Bring to the Table
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Manage Your Money with Confidence
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Client Centered
Our business is built on a foundation of thoughtful client relationships. For each client, our team develops a unique strategy that employs investment vehicles and risk management tools designed to help our clients pursue and preserve their most important goals.
Douglas Phillips
Partner / Financial Advisor
douglas.phillips@ceterainvestors.com
Douglas graduated from the Robert H. Smith School of Business at the University of Maryland, with a degree in Finance in 2006. With over 15 years of financial planning expertise, Doug understands the nuances of the various planning...
Douglas Lake
Partner / Investment Advisor
douglas.lake@ceterainvestors.com
Douglas ran track and field at the University of Buffalo and graduated with a BA in Political Science in 1974. Doug worked for Madison Square Garden Corporation for over a decade before he transitioned his career to financial...
Ava Freeman
Sales Assistant
Ava, originally from Woodbridge, NJ, now resides in Rahway, NJ. Ave worked for First Investors and subsequently Foresters Financial for over 15 years. She has had many roles, working as a customer service representative...
Debt vs. Investment
First Year of Retirement: What to Expect
