Our Firm

Ed Krakovsky is a registered representative and investment adviser representative of Cetera Advisors LLC. This affiliation allows Ed to offer a complete range of investment and insurance solutions. Cetera Advisors LLC provides investment research and a vast array of investment services for individuals, organizations and businesses (both profit and non profit). In addition, Cetera Advisors LLC utilizes the latest technology to support each of its financial services professionals. 

In addition to the resources available to him from Cetera Advisors LLC, Ed works with Carnegie Wealth Strategies, Ltd. a respected Financial Services firm established in 1986. CWS serves clients nationwide. These services include wealth accumulation strategies, portfolio management, strategic business planning, tax minimization strategies, business succession planning, estate planning, and funding options for business owners.

With the support and teamwork of his professional partners, Ed has the resources to provide his clients with strategies designed to address today's most complex financial concerns.

Like Ed, his professional partners, which include CPA's and Attorney's also take a comprehensive approach in working with their clients. Each interview begins with a simple question. "What is it about money that is important to you? The information gathered from the discovery interview process is used to evaluate the key areas of a client’s financial situation and then make specific recommendations tailored to each individual's goals and objectives. Some of the areas typically addressed are: Cash Management (Budgetary Concerns), Risk Management (Protection against Inflation and Liabilities), Tax Management, Strategies to help Financial Independence, and Estate Planning and Distribution Strategies and Programs.