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Sarah Boser

Advisor at Cetera

Updated today

Location

Bradford, PA 16701

Credentials

Series 66

Industry experience

3 years

About

Sarah Boser is a Series 66 licensed financial advisor with Cetera, based in Bradford, PA, and has three years of industry experience. She has held roles at various Cetera entities since 2022 and has additional experience in tax planning as an office manager and master tax advisor at Fox Holdings Inc dba H&R Block. Outside of her advisory work, she serves as a committee member for Bradford Area Christian Academy and is an auxiliary member of the Frances Sherman Auxiliary to VFW Post 212. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

807 East Main St

Bradford, PA 16701

Most active in

Pennsylvania

Work history

Cetera

2023 - Present (3 years)

Cetera Wealth Services, LLC

2022 - Present (4 years)

Cetera Advisor Networks

2022 - 2022 (1 year)

Norther PA Regional College

2019 - 2019 (1 year)

SuperUser Technologies

2019 - 2020 (1 year)

Jamestown Community College

2018 - 2021 (3 years)

Fox Holdings Inc Dba H&R Block

2016 - Present (10 years)

University of Pittsburgh at Bradford

2013 - 2021 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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