Cereus Financial Advisors is operating in a hybrid mode because of COVID-19.

While our office is physically open, but not necessarily every day. We can accommodate either in-person or video meetings. 

Video Conference Available: Instead of a face-to-face meeting, we are pleased to offer video conference capability. We have been doing this with most of our clients. Please contact us to set up a meeting.

Please contact us if you have any questions

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John Oliver hits Financial Services Industry Hard!

I have to share this very funny segment with you from John Oliver. If you can’t see the Video above, then click on This Link. He points out, in a very entertaining way, how poor the financial services industry does when helping their clients and how really important it is to hire a fiduciary. Remember that a CFP® advisor is a fiduciary and at Cereus Financial Advisors, we only advise you as a fiduciary.

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