About Us

CERES Financial Group, Inc. (CFG)

We are a full-service financial planning and investment advisory firm dedicated to helping clients build assets and achieve their financial goals. 

Our advisors have over 40 years of combined experience in counseling individuals and small business owners on financial planning and wealth management strategies. We are an independent firm that has formed strategic alliances with some of the largest resources available in the financial services industry. These resources provide some of the most innovative products and services available so that we may customize financial plans tailored to suit our clients needs.

CFG recognizes a responsibility to our clients in providing outstanding service founded on the principles of integrity, objectivity, competence and professionalism.

We place great emphasis on client communication and developing long term relationships with our clients.

Our goal is to become your trusted financial advisor. Our commitment is to provide you with straight-forward information, helping you successfully meet your financial goals and to simplify your financial life.

Royal Alliance Associates, Inc.

In cities and towns across the United States, certain financial practices are a cut above the rest. These firms consistently exceed industry standards for experience, service and client satisfaction. Locally prominent firms that choose to partner with Royal Alliance understand the importance of aligning with one of the leading independent broker-dealers in the country. Royal Alliance holds itself to high expectations and standards. In fact, only a select few of these firms meet Royal Alliance’s standards. Royal Alliance financial advisors have access to one of the broadest ranges of investment and risk management vehicles in the industry, including mutual funds, fixed and variable annuities, variable life insurance, stocks and bonds, and fee-based investment advisory services. Royal Alliance financial advisors are committed to your success.

Pershing LLC

Pershing LLC is the leading provider of comprehensive brokerage execution, clearance, data processing, and investment products and services to financial organizations worldwide.

Pershing LLC is a subsidiary of BNY Mellon, the nation's oldest continuously operating bank, and one of the world's leading providers of securities services. Pershing has $910.7 billion* in assets held in custody. Parent company, The Bank of New York Mellon Corporation, has $25.9 trillion in assets under custody and administration.

*As of September 30, 2011