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Terry B

Series 63, Series 65

Bridgeville, PA

Cetera

Terry Burton is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Amazon and longstanding involvement with Cetera Advisors LLC and his own firm, Burton Wealth Management. He also works as a fixed insurance agent, offering life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves individual, corporate, and institutional clients through a large network of independent advisors. The firm provides a variety of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with options ranging from automated allocations to customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Thomas D

Series 63, Series 65

Bridgeville, PA

Cetera

Thomas Drucis is a financial advisor at Cetera with 34 years of industry experience. His prior roles include positions at Cetera Advisors LLC, Investors Capital Corp., and Eastern Point Advisors Inc. Outside of financial advising, he is involved in the sale of comic books and consults on business valuation and settlement matters as a partner at Service First. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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