I grew up in Hilton, a suburb of Rochester, NY, and graduated from nearby Nazareth College in 2007. As I began exploring career options in the financial services industry, I knew I wanted to find a place where I could truly make a difference in people’s lives. When I learned about the core values of Cetera Investors, I knew it was the right fit for me.
For me, one of the most important aspects of my work is the relationships I build with my clients. I understand that personal finance can be a challenging topic to discuss—I've been there myself. That’s why I take pride in creating a comfortable environment where clients feel at ease discussing not just their financial matters, but their personal goals as well.
Due to busy work schedules, many of my clients simply don’t have the time to develop their investment strategies. I can help by guiding them through and simplifying the process at a pace that works for them, whether it be retirement planning, college savings, life insurance or mutual fund investing.
My typical client is someone who has questions or concerns about their investment strategy and wants to take the steps necessary to address those concerns and improve their financial situation for themselves and their families. After all, I am in this field to help people achieve their financial goals!
If you would like me to help you achieve your financial goals, please feel free to contact me at jason.mincer@ceterainvestors.com or 585-684-3800 (call or text).