My journey is about building a firm that is multigenerational. I believe that a firm should not be dependent on one person. I am a succession planner.
I chose Cambridge because I respect their progressive strength, growth, and commitment to remaining independent.
I chose Cambridge because they have a similar practice of treating their clients as people first which is evidenced by their friendly, first-rate service.
I chose Cambridge as my broker-dealer because they're as fiercely committed to their independence as I am.
I chose Cambridge because of their commitment to providing quality service advisors.
I chose Cambridge as my broker-dealer because having the independence to put clients first, at all times, at all costs, is essential.
My journey is about finding unique paths tailored specifically for each client. I believe in building trusting relationships. I am a business owner.
I chose Cambridge as my broker-dealer because their commitment to independence is as unwavering as my own.
I chose Cambridge as my broker-dealer because I'm dedicated to recommending only products and services that suit my clients' needs.
I chose Cambridge as my broker-dealer because like me, they value each and every one of their relationships.
I chose Cambridge as my broker-dealer because having the freedom to tailor my clients' plans to best suit their individual needs is essential.
I chose Cambridge as my broker-dealer because their devotion to independence mirrors my own.
I chose Cambridge as my broker-dealer because I need the independence to serve my clients with their best interest in mind.
Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Co-Chairman of the Board, just wanted to build something wonderful.
Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.