At Cambridge, our mission originates from CEO Eric Schwartz and flows throughout our entire organization. We don’t think you can find a single person at our Home Office who does not take our core values of integrity, commitment, flexibility, and kindness to heart. Because we “walk the talk,” our values have become one of the main reasons our Rep/Advisors have awarded us a 9 out of 10 rating on our annual Rep/Advisor satisfaction survey for the 11th consecutive year.
At Cambridge, we think life should be enjoyed, and that the success of our relationship should be measured not only by our mutual prosperity, but also by how enjoyable it is for us to work together. Our values are truly important to us and are a major reason why we have been able to maintain our small-firm, family culture even as we have grown and gained national prominence.
To make a difference as the leading independent Broker/Dealer specializing in fee-based advisory solutions.
Our Core Values
- Integrity – Honesty, fairness and ethics are the foundation of our culture
- Commitment – Making a difference to our community through quality, excellence and service
- Flexibility – Offering solutions based on being open-minded, resourceful and committed to win-win
- Kindness – In all things, consideration and compassion with human touch guide our decisions
Find out what these values could mean to you and to your business.