Question 1

What services does Cerity Partners offer?

Accepted Answer

Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations, including investment solutions, estate and gift planning, financial planning, insurance planning and risk management, tax planning and preparation, and more.

Question 2

Does Cerity Partners use cookies on their website?

Accepted Answer

Yes, Cerity Partners uses cookies to enhance the browsing experience, serve personalized ads or content, and analyze website traffic. Users can choose to accept all cookies or decline them, in which case a single cookie will be used to remember their preference not to be tracked.

Question 3

What types of clients does Cerity Partners serve?

Accepted Answer

Cerity Partners serves individuals and families, corporations, and nonprofit organizations, providing tailored solutions for their unique financial situations.

Question 4

What qualifications and experience do Cerity Partners' advisors have?

Accepted Answer

Cerity Partners' advisors utilize their extensive experience and expertise, as well as the expertise of their colleagues, to develop the best solutions for their clients' complex personal and professional financial situations.

Question 5

Where are Cerity Partners' locations?

Accepted Answer

Cerity Partners has offices in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Wyoming.

Location	Google category	Reviews	Status
203 Redwood Shores Pkwy Ste 510, Redwood City, CAprimary	Financial planner	5.0 (1)	Claimed
18881 Von Karman Ave Ste 950, Irvine, CA	—	—	Claimed
651 1st St W Ste C, Sonoma, CA	—	—	Claimed
5750 Castle Crk Pkwy Dr N, Indianapolis, IN	—	—	Claimed
3100 N A St Bldg B Ste 125, Midland, TX	Financial planner	—	Claimed
99 Park Ave, New York, NY	—	—	—
(212) 202-1810, 7659 E Pinnacle Peak Rd., Suite 100, Scottsdale	—	—	—
Terminal Tower, 50 Public Square, Cleveland, OH	—	—	—
3526 W Vickery Blvd, Fort Worth, TX	—	—	Claimed
100 Shoreline Hwy B-101, Mill Valley, CA	Financial planner	—	Claimed
4101 Lake Boone Trail #200, Raleigh, NC	Financial planner	5.0 (18)	Claimed
2201 High Wickham Pl, Louisville, KY	Financial planner	4.5 (16)	Claimed
Two Gateway Center, 603 Stanwix St #1850, Pittsburgh, PA	Financial planner	4.4 (7)	Claimed
1435 Anacapa St, Santa Barbara, CA	Financial planner	5.0 (5)	Claimed
11921 Freedom Dr Suite 410, Reston, VA	Financial planner	3.7 (3)	Claimed
3108 N Lamar Blvd b100, Austin, TX	Financial planner	5.0 (2)	Claimed
101 N Pacific Coast Hwy Ste 305, El Segundo, CA	—	5.0 (2)	Claimed
310 Ring Rd, Elizabethtown, KY	—	5.0 (2)	Claimed
19415 Deerfield Ave Ste 203, Lansdowne, VA	Financial planner	5.0 (1)	Claimed
1048 Ashley St Unit 301, Bowling Green, KY	—	5.0 (1)	Claimed
28 Liberty St Suite 4410, New York, NY	—	5.0 (1)	Claimed
345 California St Ste 1100, San Francisco, CA	Financial planner	5.0 (1)	Claimed
2175 NW Raleigh St Ste 110, Portland, OR	Financial planner	5.0 (1)	Claimed
North Point Tower, 1001 Lakeside Ave E Ste 1620, Cleveland, OH	Financial planner	4.0 (1)	Claimed
15 Columbia Cir 3rd Floor, Albany, NY	Financial planner	5.0 (1)	Claimed
601 S Figueroa St #2000, Los Angeles, CA	—	5.0 (1)	Claimed
6621 Bay Laurel Pl, Avila Beach, CA	—	1.0 (1)	Claimed

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Frequently Asked Questions about Cerity Partners

What services does Cerity Partners offer?

Does Cerity Partners use cookies on their website?

What types of clients does Cerity Partners serve?

What qualifications and experience do Cerity Partners' advisors have?

Where are Cerity Partners' locations?

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