Click Here For Special Coronavirus Information

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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Stay up to date on the latest financial information with Cereus’ monthly blog.

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Make Better Medicare Choices

Make better medicare choices during open enrollment. You should learn about the different medicare parts and how to choose between Traditional Medicare and Medicare Advantage.

Small Business Owners thinking about their retirement plan

#401(k)

Remember Retirement When You Run Your Small Business

Remember Retirement When You Run Your Small Business By David J. Haas CFP® March 31, 2021 There’s an old saying about going into business for

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Gamestop

The Gamestop Game

The Gamestop Game By David J. Haas CFP®February 1, 2021 By now, I am sure you have heard about the situation with Gamestop. Everyone seems

Small business and the COVID-19 Pandemic

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Consolidated Appropriations Act (CAA) Provides Relief to Individuals and Businesses

Consolidated Appropriations Act (CAA) Provides Relief to Individuals and Businesses On Sunday, December 27, 2020, the Consolidated Appropriations Act, 2021 (CAA 2021) was signed into

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College Loans

Don’t Let Your Kids’ College Educations Endanger Your Family

Don’t Let Your Kids’ College Educations Endanger Your Family By David J. Haas, CFP® July 14, 2020 A college education has become a truly expensive

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Coronavirus

Coronavirus and Us

What’s up with Coronavirus? By David J. Haas CFP® April 4, 2020 I am writing this from my home office, where I have been working

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Located in Franklin Lakes, New Jersey, Cereus Financial Advisors offers private, professional services for families and individuals seeking financial advice on retirement, higher education, divorce, elder care, disability, investments, unemployment, inheritance, social security, taxes, insurance, and more. We are Certified Financial Planners® and specialists in comprehensive financial planning, education planning, estate planning, insurance advice, investment management, retirement planning, and tax planning.

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