Client Experience
Whatever financial decisions you are facing, we place urgency and importance on how to best help you plan for your future. Our focus revolves on how we can best support you and prepare you for financial decisions - the big ones, the small ones, and everything in-between. See how we can help you.
Executives
We have a wealth of experience helping professionals navigate complex pay packages and benefits. The Hays Breard team can help you with a strategy to create and protect your wealth.
Individuals and Families
Our team of professionals can help you plan for the future you envision for yourself and your family. We can guide you through your retirement, taxes, education savings, and building your legacy.
Business Owners
Business owners face unique challenges with offering retirement plans and benefits to attract top talent. We help you find and manage a plan that fits your needs.
Retirees
We can help you as you plan for retirement, and as you transition into drawing on the wealth you have saved. Our team creates strategies for your accumulation and distribution stages of life.
Professional Awards
Cetera Financial Group's Circle of Excellence is an annual recognition program that honors the top-performing financial advisors within its network. This prestigious award celebrates the achievements, leadership, and client service excellence of Cetera's highest-achieving professionals.
Advisors who qualify for the Circle of Excellence are among the top 5% of professionals affiliated with Cetera.
The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of by any client. Awards received in 2024-2026
Community Leadership
The Invest in Others Honorable Mention award recognizes financial advisors who demonstrate an outstanding commitment to giving back to their communities.
This distinction celebrates professionals who go beyond serving clients by dedicating their time, leadership, and resources to meaningful charitable and community initiatives.
Advisors receiving this recognition exemplify the spirit of service and the positive impact financial professionals can make both within and beyond the industry.
The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services, LLC.
Nominees must be currently working as registered representatives, registered investment advisors, or financial advisors with a professional designation. Nominees must be active financial advisors, defined by spending at least 75% of their time providing financial consultation with clients. Nominees must have worked in this capacity for at least three years. Volunteer involvement with the nonprofit organization must be current and ongoing for at least three years. Nominations are evaluated based on an advisor's leadership, dedication, contribution, inspiration and impact on a nonprofit and the community it serves. Three finalists are selected in each of the five categories with one winner being chosen for each award. Award finalists and winners receive generous donations from Invest in Others to their designated charities. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
