Advice Solutions

We support open architecture with choices for financial professional focused solutions – regardless of your preference for being fee focused or fee only.

Contact a Business Development Director

Client Solutions

We understand your clients are your most valuable asset. Our team of highly qualified specialists supports you in creating optimal solutions for your clients in the areas of estate planning, fee-based accounts, insurance, investments, and case specific financial planning and retirement plan acquisition. This highly specialized team provides comprehensive direction and guidance on case development involving multiple products and financial planning strategies. As a Cambridge financial professional, you’re able to take advantage of one-on-one consultations, case insight, training with our specialists, along with case development reports that address the planning objectives and possible solutions for your high-net-worth and business clients. 

Contact a Business Development Director to find out more about our client solutions. 

Retirement Plan Solutions

Our retirement plan solutions specialists will guide you through the complexities of retirement plan design, implementation, and strategies. We can help you identify retirement plan opportunities inside your existing book of business and within your community, and work with you to develop these leads into new business relationships. 

Fee based Solutions

Streamline your business through a multitude of fee based strategies with guidance from our fee-based solutions professionals. If you are looking to find the right fit among our CAAP®1 strategists or the perfect third-party money manager, we provide an unbiased opinion regarding possible options for your clients and your practice business model.

Insurance Solutions

Our specialists help you design insurance product solutions and bring you creative marketing ideas. We help you save time on case design, implementation, and operational assistance. We have strategic alliances with three MGA partners (Crump, Ash Brokerage, and Creative One) and a plethora of insurance carriers to design state‑of‑the‑art, advanced insurance product solutions and bring you creative marketing ideas. 

Investment Solutions

Need help navigating the complicated world of alternative and traditional investments? Our investment solutions professionals can help you with competitive portfolio and statement reviews, as well as portfolio management and financial planning systems.

1CAAP® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.

Product Solutions

We offer one of the broadest product footprints in the industry, enabling you to deliver the objectivity your clients deserve. Our Due Diligence Product Services Team serves as a liaison between Cambridge and hundreds of product companies. These relationships provide you access to a vast array of products. We utilize Fidelity Clearing & Custody Solutions℠and Pershing, as our clearing firms.

Contact a Business Development Director for a complete list of product offerings.

We have agreements with companies offering direct participation programs (DPPs), limited partnerships (LPs), real estate investment trusts (REITs), equipment leasing, 1031 exchanges, and managed futures.

Cambridge offers a robust list of companies that you may work with directly for variable annuity purchases. Given FINRA’s concern with investor protection regarding the sale of fixed index annuities (FIA), all FIA paperwork must go through Cambridge or your OSJ supervisor for principal review.

We offer tools to assist you in evaluating college savings plan options.

You can utilize any bank directly for a health savings account, but must use HSA Bank if you wish to move funds to an investment account at Pershing.

We provide no-nonsense advice on insurance industry trends, including legislative changes that impact your business, and help you make sense of the multitude of options available with access to a large variety of experienced MGA partners.  

Cambridge has selling agreements with a wide selection of mutual fund companies. We also offer FUNDpartners, an easy to use mutual fund reduced ticket charge program.

With Cambridge Retirement Plan Strategies (RPS), you can provide a simple yet savvy investment solution that allows participants to have an individually managed 401(k) account tailored with their personal goals and objectives in mind.

We have established relationships with several trust companies who offer a variety of services from trust planning and administration, to accounting, tax, and insurance services.

Fidelity Clearing & Custody Solutions (FCCS) and National Financial Services LLC (together “Fidelity”) are independent companies, unaffiliated with Cambridge Investment Research, Inc. (Cambridge). Fidelity is a service provider to Cambridge. There is no form of legal partnership, agency affiliation, or similar relationship between Cambridge and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Clearing & Custody Solutions is a registered service mark of FMR LLC. 786238.1.0

Are you Independent?

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.

Talk to a Business Development Director