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.

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

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

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