We are an industry-leading independent broker-dealer that enables financial professionals to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. Financial professionals choose to work with Cambridge as their independent
broker-dealer so that they may offer their clients unbiased investment advice.
Cambridge feels very strongly that a broker-dealer's values clearly drive the quality and service a financial professional receives and in turn delivers to their clients. Our key values have long been based on:
Integrity – honesty, fairness, and ethics are the foundation of our culture.
Commitment – making a difference to our community through quality, excellence, and service.
Flexibility – offering solutions based on being open-minded, resourceful and committed to mutual win-win.
Kindness – in all things, consideration and compassion with human touch guide our decisions.
We are proud that independent financial professionals who share our values choose Cambridge. Together, we focus on a common priority: you.
You control the journey.
Eric Schwartz, Executive Chairman
Amy Webber, President and Chief Executive Officer
Dan Sullivan, Executive Vice President
Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.