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CAMBRIDGE INVESTMENT RESEARCH, INC.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately controlled independent broker-dealers in the country.
Cambridge Investment Research, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients. We offer a flexible range of solutions in the areas of advice, growth, technology, independence, and more. Cambridge is guided by its core values of integrity, commitment, flexibility, and kindness.
We are innovators, problem solvers, and game changers. We are independent. We are Cambridge.
For over 40 years, we have provided financial advisors with the freedom to thrive. Learn how a foundation of independence, culture, and values has helped Cambridge become one of the largest internally controlled financial services firms in the country.
We believe culture and success go hand in hand. Our core values of integrity, commitment, flexibility, and kindness have shaped our journey and kept us centered on our purpose of serving independent financial advisors and their clients.
We are proud to work with financial advisors who share our values and commitment to making a difference.
RECENT ARTICLES
Investing for Major Financial Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut...
Gift and Estate Taxes
If you give away money or property during your life, those transfers may be subject to federal gift and estate tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal gift and estate tax and...
Tax Tips: Long-Term Care Insurance
Your chances of requiring some sort of long-term care increase as you age, and long-term care insurance (LTCI) can help you cover your long-term care expenses. Although tax issues are probably not foremost in your mind when you buy LTCI, it still pays to consider...