Each local Cambridge office is owned by professional Representatives who work for you. These financial professionals will partner with you to understand your unique needs and goals, help you clarify your objectives, and assist you in creating a long term plan of capital accumulation and wealth management to help you fulfill your dreams. INDEPENDENCE, OBJECTIVITY, and INTEGRITY are the values that lead most clients to build a relationship with their trusted Representative for many years.
Cambridge strives to offer extraordinary personal service to your financial professional. Our Home Office staff work to establish a supportive and creative environment that allows your Representative to better service your needs. Our Representatives have consistently rated our staff above 9 (on a scale of 1-10) for overall service and support. Again, this means that your financial professional can focus on you and your needs and let Cambridge handle the details.
Through Cambridge, you have access to over 10,000 load and no-load mutual funds, as well as insurance products (including fixed and variable annuities, term, universal, and whole life policies) that are available through hundreds of companies. Through brokerage accounts, investors and traders can access all the major markets for stocks, bonds, options, CDs, and other financial instruments.
To provide investors with convenient access to a large variety of investment products and services and a high level of financial strength, we have developed numerous strategic alliances. Key among those alliances is our relationship with two clearing firms where client brokerage accounts are held. Both firms are members of the New York Stock Exchange (NYSE) and the Securities Investor Protection Corporation (SIPC).
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