Company Description

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

Products & Services

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