Meet the Team
Over the years, I 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. I invite you to discover and experience the power of my services. I believe it has far-reaching benefits for my clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Jonathan Roth
Wealth Manager, Retirement Plan Specialist
516-794-4907
jonathan.roth@ceterainvestors.com
My name is Jonathan Roth, and I am a wealth manager and retirement plan specialist with Cetera Investors in Westbury, NY. 11590. Trust, integrity, and honesty are the cornerstones of my practice! Growing up with a single mom who struggled to feed, clothe, and shelter me, I understand the needs of divorced women who may have children. I am always approachable, accessible, and loyal to my clients. They are my family! I offer personalized first-rate service combined with a long-term financial planning approach and fresh thinking to help my clients:
- Certified in Social Security claiming strategies
- Save and invest for retirement, education, and other life events
- Create guaranteed retirement income strategies
- Protect the ones they love
- Plan their legacy
It is my goal to build solid relationships and long-term value to help my clients grow, protect, and enjoy what they have—by making sure their financial strategies work as hard as they do. Do you want a second opinion on your investments or retirement plan? Before having surgery, you don’t have the first doctor you see perform the procedure. You get a second opinion!
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.
I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.