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Empowering You To Pursue Your Financial Goals

As a full-service financial services firm offering fiduciary advisory services, we help you pursue financial contentment with comprehensive financial products, objective guidance and an ongoing planning relationship.

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A Legacy Built On Strong Relationships

A Legacy Built On Strong Relationships

Partnered with Dollar Bank, a community bank with more than 170 years of banking history. Dollar Investment Services is a distinct and separate investment program through Cetera Investment Services located at Dollar Bank, centered on client relationships and open platform flexibility.

Proactive Management And Clear, Consistent Communication

Proactive Management And Clear, Consistent Communication

Our advisors serve as your financial quarterback, coordinating tailored strategies with your tax and legal professionals. We actively monitor your plan and communicate with you, making proactive adjustments as life changes – so you can move forward with clarity and confidence.

Solutions That Support Every Stage Of Life

From your first savings to your retirement years and beyond, we offer strategies to help protect, grow, and manage your wealth.

Lifestage Services

Lifestage Services

A comprehensive suite of strategies to coordinate a complete wealth picture. We’re here to quarterback your plan, including collaborating with other trusted professionals.

Financial Contentment Starts With A Proactive Plan

When you choose Dollar Investment Services, you can gain a lifelong partner. We’re focused on helping you establish goals and pursue them with confidence—not just today, but through every season of your life.

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Who We Serve

Individuals And Families

Individuals And Families

Build confidence with strategies that protect your lifestyle, plan for life changes, and grow your wealth responsibly.

Pre-Retirees

Pre-Retirees

Transition smoothly into retirement with rollover guidance, tax-smart strategies, and income planning that fits your goals.

Retirees

Retirees

Enjoy retirement with confidence through tailored distribution strategies that help sustain your lifestyle.

Business
Owners

Business
Owners

Align your business goals with personal wealth strategies to safeguard your future and your legacy.

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Stay Informed To Plan With Confidence

Our resource library offers videos, articles, and market insights on a range of topics. Our full-service financial services firm updates these resources frequently to help you make financial decisions with clarity.

Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.
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Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
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The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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People Also Ask

We know choosing a financial professional can feel overwhelming. Here are our answers to some of the most common questions we’ve heard from clients.

  • We are a full-service financial service firm offering fiduciary advisory services, conveniently located at Dollar Bank - a community bank with more than 170 years of banking history. Dollar Investment Services is a distinct and separate investment program through Cetera Investment Services. We offer objective advice, no proprietary products, and a relationship-first approach to guiding your wealth.

  • No. We work with clients across life stages, from young professionals starting to invest to retirees managing multi-million-dollar portfolios.

  • Within advisory relationships we are fiduciaries. Being a fiduciary means we are legally obligated to put your best interests first in every recommendation we make.

  • Yes. As your financial quarterback, we coordinate with attorneys, accountants, and other professionals to ensure your financial plan is comprehensive and every piece of the picture is aligned. And if you need to connect with a professional, we’ll get you in touch with one in our trusted professional network. 

    For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services nor any of its representatives may give legal or tax advice.

  • Just reach out to schedule a simple, no-cost consultation. In this meeting, we’ll learn about your goals, share how we can help, and answer any other questions you may have.


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