When Regina and Mike Quirk of Strategic Financial Services explored new broker-dealers, they were most impressed by Cambridge Investment Research’s culture of inclusiveness and simplification of the transition process. With us by their side, Regina and Mike feel confident helping families plan for their financial future.
We pride ourselves on the support we provide to new members – our transition consultants guide you through each step to help minimize disruption. The right mix of planning, support, and personnel creates a successful transition for you, your business, and your clients. Learn more: [ Ссылка ]
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