Katherine Cerdeira - Financial Advisor, Ameriprise Financial Services

Northeast Financial Network is a financial services firm located in Holmdel, NJ. They offer a variety of financial services, including investments, bonds, common stock, educational IRA, traditional IRA, Roth IRA, SEP IRA, simple IRA, brokerage accounts, treasury bills, government securities, treasury notes, variable annuity, financial planning, retirement plans, tax plans, 401(k) planning, 403(b) planning, college plans, estate plans, money purchasing plans, profit sharing plans, disability income insurance, life insurance, and long-term-care insurance. Northeast Financial Network has a team of experienced financial professionals who can help you with all of your financial needs.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Holmdel, NJ area, Michael Soto will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

The Robertson Stephens Holmdel Office partners with clients to achieve and sustain wealth, which we define as having financial freedom and enjoying the intrinsic value of controlling one’s time. Our core service, Financial Life Guidance, operates at the intersection of clients’ lives and their money, with the express purpose of helping them live an optimal life free from stress and anxiety. We believe that wealthy people are underserved, and their financial needs are not adequately addressed. We are proud to provide a differentiated service that makes clients’ financial success our mission. Our experience, education, and credentials allow us to offer sophisticated wealth planning, institutional investment management, and a fully integrated tax advisory and compliance services. We strive to “know our clients,” creating an intimacy that facilitates proactive communication of innovative financial strategies to optimize client wealth while acknowledging the behavioral biases that often stand in the way.