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ORTHOPAEDIST ADVISORY GROUP

About
How We Help
- Who We Serve
Our Process
Request a Quote
Blog
Contact
Client Area

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My Thoughts on the Yield Curve thumbnail

My Thoughts on the Yield Curve

The Importance of Advance Medical and Legal Directives thumbnail

The Importance of Advance Medical and Legal Directives

5 Estate Planning Topics to Talk About with Your Family thumbnail

5 Estate Planning Topics to Talk About with Your Family

Where are Taxes Headed and What are You Going to Do About It? thumbnail

Where are Taxes Headed and What are You Going to Do About It?

Successfully Deal With Your Debt thumbnail

Successfully Deal With Your Debt

Self-Directed Retirement for Employer Sponsored Physicians thumbnail

Self-Directed Retirement for Employer Sponsored Physicians

A Loving Way to Help Family Handle the Finances in the Event of Your Death thumbnail

A Loving Way to Help Family Handle the Finances in the Event of Your Death

Beyond Wills and Trusts: 3 Vital Documents Everyone Needs thumbnail

Beyond Wills and Trusts: 3 Vital Documents Everyone Needs

Evaluating a Financial Planner? Critical Qualities You Should Seek thumbnail

Evaluating a Financial Planner? Critical Qualities You Should Seek

The Top 10 Most Common Financial Mistakes People Make thumbnail

The Top 10 Most Common Financial Mistakes People Make

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960 West Elliot Road, Suite #213
Tempe, AZ 85284
Phone: (480) 776-5920
Fax: (480) 776-5925

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Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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Investment products and services available only to residents of : AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, MA, MI, MN, MT, NC, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, WA, WI

We are licensed to sell insurance products in the following states: AZ, CA, CO, IA, KY, MD, MI, MN, MO, NV, NY, OH, OR, PA, TN, TX, UT, WA, WY

CA Insurance License#

Marcus E. Ortega: 0D29297

Anthony C. Williams: 0B80330

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