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Cambridge Named One of Iowa’s ‘Most Giving Companies’

Recognition highlights Cambridge’s commitment to community service and philanthropy

FAIRFIELD, IA — June 27, 2024 — Cambridge, a financial solutions firm with office locations in Iowa and Arizona, has been recognized by the Grateful Giving Foundation as one of the “Most Giving Companies in Iowa.” This report highlights businesses leading the state in charitable giving, celebrating small, medium, and large organizations in Iowa that demonstrate an unwavering commitment to community service and philanthropy. Cambridge, which serves 900 associates and 3,800 financial professionals across the country, was included among organizations in the “large companies” category.

"We are pleased to include Cambridge in this inaugural list of Iowa's philanthropic leaders,” said Grateful Giving Foundation CEO, Matt Ostanik. “The company and the Cambridge Foundation have demonstrated a deep commitment to making a positive difference in their local community and across the state. Cambridge is part of a prestigious group of companies that make it a priority to give back and help others.”

Community service and giving back have been integral components of Cambridge’s mission for nearly 45 years. The firm’s Giving Back program, in conjunction with its annual conference, has raised nearly $1 million for charities and nonprofit organizations across the country, including over $70,000 in 2023 to the Center for Independent Living (CIL). The Cambridge Foundation, established as a community outreach initiative by Founder Eric Schwartz, has donated to more than 100 charitable organizations over the past two years.

Cambridge has been a key contributor to several notable projects in the Fairfield, Iowa, community such as the opening of the Cambridge Little Achievers Center, a 14,000-square-foot facility; the renovation of the Roosevelt Recreation Center, now the Cambridge SportsPlex; and the development of the Cambridge Learning Center at the Jefferson County Fairgrounds. Cambridge’s Spirit of Cambridge Awards, Matching Gifts, and Dollars for Volunteers programs further illustrate the firm’s dedication to enhancing the communities it serves.

A complete list of honorees can be found here.

About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal 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 internally controlled independent broker-dealers in the country. Learn more at JoinCambridge.com.

About Grateful Giving
The Grateful Giving Foundation is a 501(c)(3) public charity. The organization’s vision is to put a small portion of every transaction around the world toward feeding the hungry, sheltering the homeless, and helping thousands of other causes. The Grateful Giving Foundation provides software that makes giving from each transaction easy. The software is used by individuals, businesses, and other nonprofits around the world. The ultimate goal of the Grateful Giving Foundation is to increase philanthropy in Iowa, nationwide, and globally. Learn more at GratefulGiving.org.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080


Media & PR Contacts

Please contact Cambridge’s Public Relations Team at publicrelations@cir2.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.

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