Free Initial Consultation:
Broker Dealer Cambridge Investment Research
Registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 Registered Representatives nationwide. Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield, IA. I have held an industry securities registration for 26 years and am subject to SEC and FINRA oversight.
I help both individuals and businesses reach their goals. With no proprietary product requirements or quotas, you benefit from objective advice.
- Wealth Management, Financial Planning & Retirement Planning advice for your brokerage accounts, Rollover IRA’s, 401(k)s, 403(b), annuities, 529 plans, etc. I can also help you with your life and disability insurance.
- Advise companies on their 401(k) plans, SEPs, SIMPLE, 403(b), ESOP, and Define Benefit Plans. Help with group life and disability.
- Help executives and partners design their deferred compensation plans, key employee insurance, and buy-sell agreement review.
In a perfect world, the government would allow borrowers to refinance their public and private student loans into one loan at a low rate while they continue to receive government protections and forgiveness programs. Until then, borrow wisely, and refinance cautiously.Read More
Investment Advisor magazine has announced Cambridge as ‘2016 Broker-Dealer of the Year in Division IV1’ – the division representing independent broker-dealers with more than 1,000 producing rep-advisors.Read More
Tim provides wealth management, financial planning, and retirement planning solutions to individuals and employers in MA, NH, ME, and RI. He also writes the monthly investing column for New England Monthly and SOCO Magazine. December’s article is a must read for anyone with a retirement account.Read More
Five Star Professional partnered with Boston Magazine to recognize a select group of financial advisors who provide quality services to their clients.Read More