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The duty of a registered investment advisor or enrolled agent practicing before the Internal Revenue Service, is to place the interests of his or her client first and foremost. That is a standard to which Cereli adheres. As the old cliche goes, "take care of your clients and your clients will take care of you."
Consider us your resource for matters involving investing and taxation.
Opening an Investment Account
When you open an account through Cereli, you are getting an investment account that can serve as a gateway to all your financial institutions. Your credit card or bank statements for instance, can be consolidated giving you the big picture in one place. A debit card may also be available in your investment account.