Company Description

For over 40 years, Cambridge has helped independent financial professionals serve clients and build their businesses.

Products & Services

Business Development ,   Simplified Transitions ,   Investment products ,   Portfolio management and investment strategies ,   Practice Management ,   Retirement planning and wealth management ,   Marketing Services ,   Estate planning and legacy creation ,   Succession and Acquisition ,   Turnkey Office Opportunities ,   Outsourcing ,   compliance ,   Peer Networking ,   Financial planning and advice ,   Tax planning and optimization ,   Investment research and consulting