Plan Your Future Wisely
As one of the nation's largest bank-focused broker-dealers, Cetera Investment Services LLC, offers quality investment and insurance solutions to financial institution clients. Registered in 50 states, Cetera Investment Services LLC, is a member of the Depository Trust and Clearing Corporation (DTCC), the Financial Industry Regulatory Authority (FINRA), and the Securities Investors Protection Corporation (SIPC).
With Cetera Investment Services LLC, you will experience the convenience of conducting all of your banking, investment and insurance activities in one location: at the local branch of your financial institution. You can enjoy the competitive advantages of working with a premier investment and insurance services firm—while remaining in the comfort of a place you have come to know and trust.
I'm Shane Cooper – as your local Investment Professional, I'm here to help make your financial future easier.
If you're like most investors, you want someone to walk you through the investment choices available to you. That is where I can help. An Investment Professional provides in-depth knowledge necessary to assist you in identifying what investments are right for you based on your goals, time horizon, tolerance for risk and financial situation.
As an Investment Professional I am here to help you…
- Save for retirement
- Protect your family or business with risk management solutions
- Save for college expenses
- Minimize taxes through tax-advantaged investing*
- Create lifetime income solutions
- Maintain your independence with long-term care insurance
- Save for that something special (wedding, vacation, second home…)
- Gain confidence with your investment choices
- Create a legacy for your family
- Preserve your wealth
- Fulfill your charitable wishes
Whether you're a conservative, moderate, or an aggressive investor, Cetera Investment Services LLC, provides many financial products and services to help you reach your goals. Some of these products include:
- Mutual Funds
- Fixed and Variable Annuities
- College Savings Plans
- Retirement Plans (401K's, SEP, SIMPLE, Roth and Traditional IRA's)
- Stocks and Bonds
- Tax-Advantaged Investments*
- Long-term Care Insurance
- Disability Insurance
- Life Insurance
When it comes to your financial dreams, taking action is vital to your success, but that's not always easy. You know where you are and where you want to go—my aim is to help you get there. As an experienced Investment Professional, I am committed to making your journey toward financial success as easy as possible. Stop in and visit me at Ozona Bank, located at 101 River Road, Wimberley, TX, 78676. I can be reached at 512-847-8215 or 1-800-601-6672.
Investment Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information on this website is for Texas residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the State of Texas.
Securities and insurance products are offered through Cetera Investments Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Ozona Bank where investment services are offered. Securities and insurance products are:
- Not FDIC/NCUSIF insured
- May go down in value
- Not Financial Institution guaranteed
- Not a deposit
- Not insured by any federal government agency
To view Cetera's privacy policy and other important information visit:
Cetera Privacy Policy
Cetera - Important Information About Investing
*Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera Investment Services LLC, nor any of its representatives may give legal or tax advice.