You Control the Journey

Success Stories

At Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. 

Click on each image to see more about who we are, what we do, and why we do it.

  • Success Story

    Ray Castaldi

  • Success Story

    Kelly Hoff

  • Success Story

    David Wheat

  • Success Story

    Lisa Sappenfield Boyer

  • Success Story

    Ed Kohlhepp, Jr.

  • Success Story

    Steven LePage

  • Success Story

    Scott Marshall

  • Success Story

    Jacqueline Chan

  • Success Story

    Loren Rex

  • Success Story

    Paul Hynes

  • Success Story

    Lisa Heath

  • Success Story

    Wanda Delgado

  • Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.

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