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.