Office Information

80 Broad Street Suite 201
New York, NY 10004
212-563-2600

Office Hours

Mon-Fri: 8:00AM - 5:00 PM
Sat-Sun: By Appointment Only

Your Future

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.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

David N. Cohen

Investment Executive, Investment Advisor Representative

212-563-2600

david.cohen@ceterainvestors.com

Debbie Lorde

Sales Assistant

212-563-2600 ext. 311

212-967-9481

debbie.lorde@ceterais.com

Nicholas Koenig

Licensed Sales Assistant

212-563-2600 ext. 206

nicholas.koenig@ceterais.com

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

Investments
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Estate
Effective estate management enables you to manage your affairs during your lifetime and beyond. With years of collective experience, we'll help secure your legacy for generations to come.
Insurance
Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

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