Broker Check

Integrated Financial Solutions

PLANNING SERVICES

Retirement Planning

Tax Reduction Strategies

Estate & Legacy Planning

Comprehensive Financial Plans

Retirement Income Planning

Retirement Plan Distribution Planning

Survivorship Income Planning

INVESTMENT SERVICES

Asset Management Programs

Managed Accounts

Full Service Brokerage 

Stocks & Bonds

Mutual Funds

ETF's

Annuities

Alternative Investments

Retirement Accounts

RISK MANAGEMENT

Life Insurance

Business Insurance

Long Term Care Insurance

Disability

ESTATE PLANNING

Estate Plan Design

Estate Plan Review

Trust/Will Review

Trust Services

Planning for loved ones with Special Needs

CHARITABLE GIVING

Charitable Remainder Trusts

Charitable Lead Trusts

Pooled Income Funds

Donor Advised Funds

TAXES

Income Tax Planning

Estate Tax Planning

Cambridge Investment Research, Inc. does not offer Tax or Legal Advice.