Brian Teta - Financial Advisor

Brian Teta - Financial Advisor Financial Advisor
Certified Financial Planner
Retirement Income Certified Professional

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goal...
09/01/2026

One of the greatest parts of my job as a financial professional is working with families, helping them pursue their goals. Among the most important of those family goals is saving for college.

U.S. Service Members should consider taking advantage of programs that are available.
08/30/2026

U.S. Service Members should consider taking advantage of programs that are available.

Military families face unique challenges, making personal finance even more critical.

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.
08/29/2026

If you’re a business owner and don’t have a Business Owner's Policy, you could be making a huge mistake.

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Staying on top of market moves has never been easier. Cetera’s team of experts provide you with clear and timely researc...
08/27/2026

Staying on top of market moves has never been easier. Cetera’s team of experts provide you with clear and timely research and insights—so you can turn their knowledge into your power.

Discover how the guidance of Cetera Investment Management can help keep you and your clients ahead of the curve – contact me anytime.

Independent financial professionals are committed to helping you define and pursue your financial goals while guarding a...
08/27/2026

Independent financial professionals are committed to helping you define and pursue your financial goals while guarding against life's financial ups and downs. Ensure you have a properly designed strategy in place.

08/26/2026
Some of you may know that Amanda recently took a well-earned trip to Italy—exploring the Herculaneum ruins, Sorrento, Ca...
08/24/2026

Some of you may know that Amanda recently took a well-earned trip to Italy—exploring the Herculaneum ruins, Sorrento, Capri, Positano, and the Amalfi Coast. Highlights included dinner in a lemon grove and a cooking class on a family farm!

We’re glad she had a wonderful experience—and we’re equally glad to have her back!

Proud moment: our team took Bronze at the 2026 FLX Summer Slam Pickleball Tournament in Horseheads, NY.The MLP team even...
08/24/2026

Proud moment: our team took Bronze at the 2026 FLX Summer Slam Pickleball Tournament in Horseheads, NY.

The MLP team event featured 10 tough, skilled teams, and our medal match came down to a tiebreaker and a very close win.

Grateful for great teammates, strong competition, and the push to keep improving.

swishtournaments.com

Address

111 Grant Avenue, Suite 208
Endicott, NY
13760

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