Broker Check

 
702 Rio Grande
Austin, Texas 78701

(512) 474-8300
james.kelly@ceterafs.com

 
 
 
 
 

Services

Financial Services

  • Accumulation & Wealth Management
  • Guaranteed Retirement Income
  • Investments
  • Retirement Plans
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

Tax

  • Personal, Business, Estates & Trusts Tax Planning and Preparation