Holland, PA 130 Buck Road Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,217 advisors across 5,115 offices

Location

130 Buck Road, Suite 101

Holland PA 18966

Advisors at this office

2

Advisors at this office

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Jeffrey D

Series 63

Holland, PA

Cetera

Jeffrey Deissler is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliated entities since 2025. Prior to that, he spent 26 years at Avantax Investment Services and has operated an independent tax and financial planning business since 1999. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering diverse portfolio management and financial planning services. The firm supports various investment strategies and program structures, with over 10,000 advisors and approximately $256 billion in assets under management.

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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Michael A

CFP®, PFS™, Series 63

Holland, PA

Cetera

Michael Amato is a CFP® and PFS™ with 34 years of experience in financial services. He currently works at Cetera and has held previous positions at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Amato is president of Independent Tax & Financial Planners, P.C., where he provides tax preparation and accounting services, and serves as a fiduciary trustee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

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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