We are here for you

We understand you need consistent, quality service to take care of your clients. If you don’t have the right partner in today’s environment, service gaps are imminent.

Our team at Cambridge is here for you. Every call is answered by a friendly home office associate and we remain independent and flexible so you can run your business your way. This independence also means we have low debt and can remain fiscally responsible. When our associates feel secure in their roles and don't have to worry about tomorrow, they can focus on you today.

Ready to Learn More? Access Our Exclusive Webinar

Hear what Cambridge financial professionals are saying:

”At Cambridge there is a tremendous amount of internal communication. Actions speak louder than words and Cambridge associate's actions show they are listening."

Tony B.
Joined 2019

”Cambridge associates are beyond stellar in their assistance and support. Any and all issues are handled expeditiously, efficiently, and enthusiastically.”

Chad D.
Joined 2019

”If I didn't know you were working from home, I wouldn't know anything was different. The service has been very seamless.”

Steven F.
Joined 2018


Ready to learn more?

Listen to a special message from Cambridge founder and Executive Chairman, Eric Schwartz, to learn how Cambridge is well-positioned to handle market volatility.

Complete the form to view the exclusive webinar, featuring insightful analysis into private equity and consolidation within the financial industry.

Meet the Southeast Team

Our culture of true independence means you, the financial professional, control the journey. Your long-term success is defined by the value you deliver to your clients, and your enduring success is often driven by your business efforts being a clear reflection of your personal values.

Steve Oliver
Senior Director

Cyndia Crafton

These testimonials may not be representative of the experience of other customers and is no guarantee of future performance or success.