Cambridge Investment Research Advisors, Inc. (Cambridge) is a highly regarded SEC Registered Investment Advisor, dedicated to providing its advisors with “best-in-class” practice management support – for both household and institutional clients. They serve as our unbiased guide to the countless investment and planning opportunities that are available.
Cambridge was founded in 1981* specifically as a home for advisors whose clients demand more and better solutions for their financial needs, and Cambridge has remained true to its origins. Despite gaining industry prominence, Cambridge continues to deliver excellent service on the backbone of its core values of flexibility, integrity, commitment and kindness.
Through Schwab Alliance, a comprehensive service for Schwab clients working with an independent financial advisor, you have direct access to account information, third party research, information and market and economic news. To access your account information, or any of the Schwab investor tools and resources, visit www.schwaballiance.com.
Carlson & Carlson is independent and objective, representing a wide menu of the best companies and products in the insurance industry. They have built their family-owned owned business on the principles of exemplary service and the expertise to provide comprehensive coverage in all areas.
To learn more about Carlson & Carlson, or for a substantive discussion regarding your personal wealth protection needs, you may call Tripp Freeman at 203-637-7575 or visit www.carlsonandcarlson.com.
*Cambridge and its predecessor broker-dealer