The result: I can help you make smart wealth management decisions for every stage of your life, under all market conditions.
Don’t know what kind of investment to make?
Every smart wealth management decision starts with listening to you and asking you the right questions, which include:
- What are your short-term and long-term financial goals?
- What kinds of financial assets are you working toward?
As an independent financial advisor, I have access to many financial products, including mutual funds, ETFs, stocks, bonds, annuities, and life insurance programs. I use these and other products to build custom solutions for people, according to their individual needs and goals.
A top independent broker-dealer
Cambridge Investment Research is an independent broker-dealer for financial professionals dedicated to offering objective investment advice to clients. Investment advisory services are offered through Cambridge Investment Research Advisors, Inc., a federally registered investment advisor.
Not sure which retirement plan is best for you?
I build and manage retirement accounts for individuals with IRAs, Massachusetts public-school teachers with 403(b) accounts, and self-employed business owners for whom I design and manage SIMPLE, Solo 401(k) plans, and SEP Plans.
I also help employers to improve their 401(k) plans.