HD Monetary Specialists, an East Amherst, New York, based mostly agency with $100 million in belongings below administration, is affiliating with Cetera. HD president Sean Hayden is joined by Samuel Bloomberg, CPA and accounting skilled; Dina Dalton, AHIP licensed Medicare skilled; Seth Hamilton, monetary advisor and tax preparer; Lindsey Gamis, consumer operations; and Wendy Phelps, consumer expertise. “The specialised providing of our agency requires a diversified, unbiased funding platform and the power to mix a number of planning choices below one roof, which Cetera provides,” Hayden stated in a press release. “As well as, Cetera prides itself, as we do, on consumer service, transparency, and staying dedicated to shoppers’ futures by supporting the monetary planning journey with a full expertise suite.”
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