Broker Check

Our Services

While developing a customized, comprehensive and objective wealth management plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

As your trusted financial advisor, we can: 

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment planning easier

Once your goals have been established, we can help you work towards your goals utilizing the following products and services:

  • Social Security Maximization
  • Charitable Planning
  • Tax-reduction strategies
  • Investment management, including stocks and mutual funds
  • Retirement planning
  • Estate planning and preservation
  • Asset protection through insurance and annuity products
  • Real Estate Investment Trusts
  • Life Insurance
  • Alternative Investments

Cambridge Investment Research and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your particular situation.