Chuck Maushardt -VP Cetera Investors, Rockland Office

08/15/2025

We’re thrilled to invite you to a special Market Update Webinar on Monday, August 25th at 5:00 PM ET, hosted via Zoom!

This exclusive event will feature the Head of Portfolio Management at Horizon Investments, who will share insights into the current financial landscape. As you’ve likely noticed, 2025 has been a volatile year in the markets. Our speaker will break down what’s happened so far, offer projections for the remainder of the year, and even look ahead to 2026.

It’s a fantastic opportunity to gain valuable knowledge and ask questions directly to an industry leader.

📅 Date: Monday, August 25
🕔 Time: 5:00 PM ET
📍 Location: Zoom
👉 Reserve your spot now:
https://cetera.zoom.us/webinar/register/WN_aHrJVipYT7yhQNPlibmQZw

We look forward to seeing you there for an informative and engaging session!

**Horizon Investments is not affiliated with or registered with Cetera Advisor Networks LLC. Any information provided by Horizon Investments is in no way related to Cetera Investment Services LLC or its registered representatives

06/05/2025

Excited for tonight’s open house! 🏡✨ Come stop by, say hello, and take a look around, have some food and drinks. We’d love to see you there! Reach out to the office to RSVP 😃

06/03/2025

This Monthly Recap summarizes market performance, major events and news from May 2025. Read more here:

Markets posted strong gains in May, with the S&P 500 and Nasdaq Composite turning in their best monthly performances since November of 2023. Equities were buoyed by a surprise tariff de-escalation agreement between the U.S. and China, bolstering hopes that global trade tensions might ease heading in...

05/30/2025

We are excited to welcome you to our newly renovated and expanded office space! Join us for an open house as we celebrate this exciting milestone and our commitment to enhancing the services we provide for you.

📅 Date: June 5th, 2025
⏰ Time: 5:00 PM – 7:30 PM
📍 Location: 1 Blue Hill Plaza, 7th Floor, Pearl River, NY 10965

Whether you're a valued client, considering working with us, or simply a friend of Cetera Investors, we invite you to stop by at any time during the event. Meet our team, tour the new space, and enjoy light food and refreshments as we celebrate together.

Plus, the first 75 attendees will receive a complimentary gift!

Kindly RSVP by reaching out to me no later than June 2nd, 2025. We look forward to celebrating with you!

01/13/2025

🌟 Some organizations in our industry truly shine, and MDRT is definitely one of them! ✨💼

🎉 A big congratulations to my team members who qualified this year for membership:

🏆 Top of the Table: Kevin Fennell
🥈 Court of the Table: Jessica Wuerz
🥈 Court of the Table: Christine Maushardt, CSSCS
🎖️ Member: Daniel Levitt, CSSCS

👏 Please join me in celebrating their incredible success and dedication to helping clients plan for their goals. Here’s to another fantastic year! 🎊🎯

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01/06/2025

Experienced Financial Advisors: 🚀 Running your own full-service financial firm can be incredibly rewarding! But 🛠️ challenges like rapid change, stiff competition, and evolving regulations can strain your ⏳ time, 💰 budget, and overall success.

✨ That’s why Cetera Investors offer a solution designed to help you enjoy the life you’ve worked so hard for—without sacrificing control or autonomy. We’ll help your firm 🌱 thrive in any market. Our experienced team delivers a service model that boosts 💵 profitability for your business and advisors.

Here's what we bring to the table:
✅ Compliance support for seamless marketing and product alignment
✅ Customer service pros for advisory, brokerage, tech, and compliance needs
✅ Business coaching to grow your practice
✅ Diverse product access—no quotas required
✅ Brand guidance and pre-approved marketing materials
✅ Step-by-step transition support with ongoing training to reduce downtime
✅ Succession planning from M&A and buyout specialists

🌎 With regional offices across the U.S., we combine the personal touch of a small firm with the 🌟 resources of a leading broker-dealer. Ready to take the next step? Message me! 🤝

08/13/2024

💼 In the hustle of daily business, it’s easy to focus on individual wins. But real success? It comes from the strength of the team and the loyalty that binds us together. 🤝 A truly loyal team isn’t just a collection of coworkers—it’s a community of trust, support, and shared goals. Loyalty means having each other’s backs, tackling challenges together, and celebrating wins as one. 🥳

Last week, we had our annual Office BBQ, despite a tropical storm rolling through the area. 🌧️ I’m blessed to be surrounded by this incredible TEAM, some of whom I’ve shared over 20 years of friendship and collaboration with. It’s truly one of my favorite days of the year. 🍔🎉

Here’s to the power of loyalty and the amazing things we can achieve when we stand united! 🚀

A HUGE THANK YOU to Christopher Cannata from Howard Capital Management, Inc. for his partnership and support of our event.

04/18/2024

Join us on May 6th to learn about Medicare. Health insurance in retirement is one of the most underprepared for items in financial planning. Hear how to choose the right plan while understanding the potential costs associated with it.

Register by clicking the link: https://cetera.zoom.us/webinar/register/WN_UavTD4I1SEChEE_EdqXRfg

11/16/2023

At Cetera Investors, we are proud to provide a suite of tools geared toward achieving optimal success.

Growth360 is a tool that helps identify and prioritize opportunities for growth. This is just one of many resources offered to work towards increasing your business.

11/11/2023

Financial professionals can own their book of business without the responsibility of running their office.

At Cetera Investors, our supported independence model means that the day-to-day office tasks are taken care of, giving more time to focus on what's most important.

11/09/2023

Thanks to our great partners at Athene for sponsoring our Growth Summit in Cape Coral, Florida. It has been a great week to plan for 2024 and share ideas with my friends and teammates as we continue to drive our goal of continued growth.