Broker Check

Our Clients

We have been working with individuals and businesses from our Orange County California offices for a dozen years, and we have direct relationships with numerous businesses and with several organizations, including:

      The Association of the United States Army, and other state, local, and U.S. government entities.
      Auto dealer groups, individual dealers, and other dealer organizations, including building materials dealers. We understand the differences between dealerships and other businesses.
      Private entrepreneurs, including restaurateurs, dentists, small manufacturers, and office supply distributors.
      We have been able to assist women and minority business owners with business management tools, transition issues (including franchise acquisition) and exit and succession problems for widows and successor children.

Many at Cambridge hold professional designations, and qualified representatives are licensed to sell a variety of investment and insurance products including those that are subject to heavy government regulation. Many of our financial professionals come from outside the financial services industry, and have industry-specific experiences that are applicable to problem-solving steps. We provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a secure financial future. We’re looking forward to using our experience to help you pursue your financial goals.The lasting relationships that we build with all our clients will help you assess your financial goals and be comfortable with the management of your finances.

In this era of heavy government regulation and changing rules for a business owner's retirement plan fiduciary responsibilities, we offer a no cost / no obligation benchmark comparison of your plan expenses to our guides. You may want to benchmark how your retirement plans compare to our industry-wide database, both in terms of what you want in the way of services, and what those features should actually cost versus what you may be paying.