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. 

 

 

FINRA             SIPC              Privacy Policy
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

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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.

More Newsletters →