MEET THE TEAM:
With Objectivity, Hospitality, and Integrity, we provide financial advice to a wide group of clients individualized goals. Protect their assets, a growth plan for retirement, and maintain a desired lifestyle through their whole life.
Where Are YOU Headed?
Do you have a plan? If you’ve been putting it off until tomorrow, guess what? Tomorrow will never be today. When it comes to a financial, retirement, college savings plan or anything that relates to tomorrow and your money, we can help you structure some things so your plans don’t look so scary and unachievable. And tomorrow’s plan becomes today’s realized dreams.
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA (www. finra.org) and SIPC (www.sipc.com), to residents of: AL, AR, AZ, CA, DC, FL, GA, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NM, NJ, NY, NV, OH, NY, PA, SC, TN, TX, VA, VT, WA, WI, WV, WY. Cambridge and Slate, Disharoon, Parrish & Associates, LLC are not affiliated.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.
Cambridge does not provide tax advice.
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