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.