Join us as we celebrate 20 years with our broker-dealer Cambridge Investment Research, Inc. 20 years ago we chose Cambridge Investment Research, Inc. as our independent broker-dealer, the company that processes our investment business and helps ensure we are appropriately licensed, properly complete and maintain paperwork, and follow securities laws.  

Cambridge believes culture counts, values matter most, and independence is the bedrock of our mutual success. Their associates live by four core values that drive a culture of service excellence:  Integrity – Commitment – Flexibility and kindness. (can link Cambridge to Cambridge website or to our broker-dealer page)

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