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(206) 204-3066 x210
emily.bahr@ceterainvestors.com
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Guiding Individual Investors Through Crucial Retirement Decisions

Helping you turn your Social Security, pensions, and other assets into a retirement plan to last a lifetime. 

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Emmy Bahr, CSSCS, CRC®

Emmy Bahr, CSSCS, CRC®

Investment Adviser Representative/Financial Advisor

(206) 649-7236

Patrick Rossi, CSSCS, CRC®

Patrick Rossi, CSSCS, CRC®

Financial Advisor

206-204-3066

Cory Harris

Cory Harris

Sales Assistant

206-204-3068

It's Time to Think Differently About Your Money

We stay focused on market trends, so you don't have to.

What’s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.
Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Client Centered

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.