Experienced Advisors

Finding a local financial services agency that supports the development and advancement of your practice is rare. We can offer you the chance to become affiliated with a diversified financial group.

In addition, our broker dealer, Cambridge Investment Research, operates as an Independent Broker Dealer with a full service platform giving you the best of both worlds. You’ll have access to educational opportunities and market development support. Furthermore, Cambridge Investment Research, offers a full suite of services that include brokerage, advisor assisted fee based accounts, and managed accounts. Combine this with the firm’s cutting edge technology and you’ve got a value proposition that meets all your investment advisory needs.

Locally, we have the experience and expertise to help you enhance your personal business model, whether it is dealing with individuals and families, business owners or advanced markets. We believe in being in business for yourself, but not by yourself.

We understand the commitment you have made to your clients to provide prompt service. We’ll support your transition with onboarding specialists and priority care. We know how important it is to have your business up and running as soon as possible. Opportunity and development are more than just words to us. We believe the growth of the company depends on the growth of its people, and we encourage all employees to continue their learning process as part of their professional development.

We are strongly committed to diversity and equal opportunity.