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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Cambridge and The Corner Office are not affiliated.
The Corner Office services:
The Corner Office offers the same types of services available at many Wall Street Firms. This is possible due to our strategic partnerships.
Check the background of this investment professional on FINRA's BrokerCheck.
Pre-Clearance trades for "Access Persons" through our clearing firm - SEC rule 204A-1.
Trusts . . . Revocable and Irrevocable.
IRA's . . . Traditional, SEP, Inherited, Roth and Rollover IRA's.
Individual, Joint and UTMA accounts.
Company Retirement Plans . . . including 403(b) and Simple IRA accounts.
Welcome. Our mission is to provide the successful individual, non-profit, or small business with a personalized Wealth Management strategy grounded in long-term fundamentals with adjustments made for today's markets. We will help you navigate the risks and rewards of the markets, so you can pursue a comfortable future.