Cambridge Investment Research can help you take control of your investments. With us, the sky is the limit.
Education brings opportunity. Expand your knowledge with Cambridge Investment Research.
Our strategies are unique, our team is innovative, and our approach is tailored to you.
I help clients accumulate and prolong wealth for a secure retirement income. As an independent financial professional, I have the freedom to structure each client's plan to their particular needs and goals. Some products utilized are mutual funds, stocks, ETF's, managed accounts and annuities with lifetime income benefits. I specialize in individual and company retirement plans and 401(k) rollovers to IRA's, as well as managing all types of retirement plans.
With over 30 years of experience in the financial services industry, I maintain high ethical standards while creating strong relationships with my clients. Everyone needs a solid retirement plan and an advisor they enjoy working with and trust.
I am licensed to sell securities in Alabama, Florida, Georgia, Tennessee, Maine, Mississippi and Louisiana and can become licensed in any other state as necessary.
We Offer Personalized Plans to Match Your Needs.One-size fits all policies are best left to vacation bike helmets. At Cambridge Investment Research, Inc., we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
Call us today to schedule an appointment with a financial planner.
A good defense is the best offense. Let Cambridge Investment Research, Inc. surround you and your family with leading insurance policies.
Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.
Managing your company’s 401k program can seem complicated, but Cambridge Investment Research, Inc. will make it easy. Our time-tested benefit strategies will leave your employees in good standing.
Our experienced and enthusiastic team thrives on client satisfaction. Please visit our team page to learn more about our advisors.
Whether you’re a party of one or six, Cambridge Investment Research, Inc. customizes your investment strategies to fit your current needs and future goals.