Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Anthony Marotto
Wealth Manager CLU ChFC CASL
(516)738-5127
anthony.marotto@ceterainvestors.com
After graduating with a Bachelor's and Master's degree in Computer Science Anthony spent 17 years in the technology field as a software engineer, team leader, and director of product development. After seeing the difficulty his...
Lisa Castaldo
Executive Assistant
(516)874-5861
Lisa has been with Anthony for 12 years and is a valuable member of his staff. After taking some time off from the banking industry to raise her first daughter she joined Anthony's team and made an immediate positive impact in helping...
Client Centered
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.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.