Celtic Financial Services, LLC
Cead Mile Failte "One Hundred Thousand Welcomes"
Celtic Financial Services, LLC is a financial services organization founded by Bill Breitweiser and Jim Hixon. The seeds for the partnership were planted during a golfing holiday in Ireland in 1998. As friends, Jim agreed to show Ireland’s beauty to Bill by planning a golf trip. The idea of joining forces and beginning a partnership was solidified on the golf courses and while enjoying a few pints in various pubs around Killarney, Waterville, Tralee, Lahinch and other towns in southwest Ireland.
Our company focuses on the individual investor and small business owner. Our mission through our registration as investment advisory associates of Ameritas Investment Corp., Inc. is to offer our clients comprehensive financial planning. As registered representatives of Ameritas Investment Corp., we offer products ranging from:
- Investment Products from stocks, bonds, mutual funds, real estate investment trusts, unit investment trusts, and company retirement plans
- Insurance Products consisting of permanent insurance, term insurance, fixed and variable annuities, disability insurance, and long term care insurance
- Tax efficient Products such as tax credit investments, tax deferred annuities, and tax exempt investments;
Whether your need is a comprehensive financial plan or an individual need such as an IRA, IRA rollover, Roth IRA, non-qualified investment or insurance product, please contact us for a confidential meeting.
Securities and investment advisory services are offered solely through Ameritas Investment Corp (AIC). Member FINRA/SIPC. AIC and Celtic Financial Services, LLC are not affiliated. Additional products and services may be available though William Breitweiser, James Hixon, or David Lutz or Celtic Financial Services, LLC that are not offered through AIC. Securities products are limited to residents of AL, AR, AZ, CA, DE, FL, GA, MA, MD, NC, NJ, NY, OH, PA,RI, SC, TX, VA, WV. .
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A representative of Celtic Financial Services, LLC will contact you to provide requested information.
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.