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.

More Calculators →

Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

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