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Cathay Wealth Management

Securities and Insurance Products are offered by Cetera Investment Services LLC

Whether you are seeking ways to meet your short-term or long-term financial goals, Cathay Wealth Management offers a wide variety of investments to help you work toward building assets and generating income.
 

  • Long-Term Care Insurance
  • Life Insurance
  • Stocks
  • Bonds

 








Unlike traditional mainstream investment representatives, the experienced Financial Advisors at Cathay Wealth Management are fluent in Mandarin1, Cantonese1 and English. They are committed to helping all levels of investment customers meet their financial goals by providing sound and objective financial planning.

Contact one of our Financial Advisors today to find out how our wide variety of investment options may help you pursue your financial goals.

For further information, please call our toll free hotline at 1-877-7CATHAY (1-877-722-8429). Consult your tax advisor regarding tax consequences.
 

1Any non-English communications are a customer service accommodation. English-language documents and agreements will be controlling.




Check the background of this investment professional on FINRA’s BrokerCheck

Cetera Investment Service registered office:
825 E. Valley Blvd., 2nd Floor, San Gabriel, CA 91776     Tel: 1-877-722-8429

Cathay Wealth Management offers a wide range of investment products and services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are:

  Not FDIC/NCUSIF insured   May lose value   Not financial institution guaranteed
  Not a deposit   Not insured by any federal government agency

Click here to view Cetera Investment Services Privacy Policy and other Important Information.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com


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1-800-9CATHAY

(1-800-922-8429)

Servicio Cliente Consumidor
6:00 a.m. a 7:30 p.m. hora del Pacifico, lunes a viernes.

Servicio de Clientes Comerciales
6:00 a.m. a 6:00 p.m. hora del Pacifico, lunes a viernes.

Información automatizada las 24 horas al día, 7 días a la semana.

Los clientes de EE.UU. en Hong Kong pueden llamar a la línea gratuita 3710-1400 para contactar Servicio al cliente de EE.UU. directamente.


Gracias por visitar el sitio de Red Mundial de Cathay Bank!

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Cathay Bank no endorsa, no patrocina ni garantiza la informacion, el contenido, la presentacion, la exactitude o las recomendaciones propocionadas en este sitio de Red Mundial. Ademas, Cathay Bank no es responsable de las practicas de el aislamiento o de la seguridad del sitio. Se le recomienda que revise la poliza the privacidad de el sitio antes de proporcionar cualquier informacion.

Si tiene alguna queja relacionada con el Sitio o los servicio(s) que ofrecemos, por favor contáctenos al:

Cathay Bank

Compliance Department

9650 Flair Drive EL-5-C

El Monte, CA 91731.

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