Your Independent Financial Advisors

 

Welcome to the San Francisco office of Cambridge Investment Research!

 

Since 1981, Cambridge has provided comprehensive investment services to both individual and corporate clients.  Now let us help you - starting with a complimentary financial consultation.

 

What can you expect? You will find our professional, confidential consultation to be a unique and refreshing approach. Here's why:
 
  • Your Goals. Whether you’re looking for a 401(k) plan for your business or help in managing your personal assets, we are focused on understanding your unique situation.
  • Our Guidance. We provide you with the facts in plain English and will develop solutions which can best meet your financial needs.
  • True Independence. You can expect us to provide you with professional advice, without proprietary products or conflicts of interest.
  • No Obligation. This is a complimentary consultation. There is no cost or obligation, just sound financial guidance.

 

Explore our website to discover how a relationship with a trusted advisor can make your life even better.  To arrange a complimentary initial meeting, please click on “Contact Us” or call 415-677-9300. 

 

 

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Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Diving into Dividends

Dividends have traditionally been considered a source of income, but they also can be a powerful way to help build savings. A recent study found that dividends contributed 44% of S&P 500 total returns from 1930 through September 2010. This article explains how dividends work and the role that dividends could play in an investor's savings strategy.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

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