Our Broker Dealer

Our advisors have chosen to work with Cambridge Investment Research, Inc. as our broker-dealer. Cambridge processes our investment business and helps ensure we are appropriately licensed, properly complete and maintain paperwork, and follow securities laws. Instead of asking us to fit into a mold of how it thinks we should do business, Cambridge empowers us with a vast menu of compliance-friendly programs, products, and services.

Cambridge believes culture counts, values matter most, and independence is the bedrock of our mutual success. Its associates live by four core values that drive a culture of service excellence:

Integrity – honesty, fairness, and ethics are the foundation of Cambridge’s culture
Commitment – making a difference to the community through quality, excellence, and service
Flexibility – offering solutions based on being open-minded, resourceful, and committed to mutual win-win
Kindness – in all things, consideration and compassion with a human touch guide Cambridge’s decisions

We continually look for methods to minimize your taxes throughout the year, not just when tax season rolls around. We review the tax structure and tax accounting methods of all new clients to identify planning opportunities. Based on the data from our reviews, we uncover several tax projections. We also consider the tax impact when developing a retirement distribution strategy, which in effect can create significant tax savings for you and your family.  Cambridge does not offer tax services or tax advice. 

We Value Our Independence

In a profession based on objective advice, true independence offers many choices intended to benefit the client. Choosing an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals.
As a leading independent broker-dealer, Cambridge Investment Research, Inc. allows us to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. We are also able to provide unbiased recommendations and impartial guidance as well as the freedom to structure our business in a manner that best serves our clients.