The Right Fit for Your Future
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Guiding You Toward Financial Confidence
Curious to see how we fit your financial planning needs, or looking for a second opinion on your portfolio? We offer complimentary initial consultations.
Client Services
800-335-9156
Main: 800-333-3502 or 617-521-8630
Trading: 800-365-6622 or 617-521-8610
Jennie Devlin: 617-224-1404
Sheelagh Howett: 617-224-1420
Dave Alves: 617-224-1482
Taylor Caggiula: 617-224-1474
Marc Young: 617-224-1491
Yu Chu: 617-224-1448
Kaelen Caggiula: 617-224-1486
Terri Gemellaro: 617-224-1422
Tom Layte: 617-224-1447
Recruiting
800-653-0391
389 Main Street, Suite 101
Malden, Massachusetts 02148
Main Phone: 800-333-3502
Advisor Recruits: 800-653-0391
Clients: 800-335-9156
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge markets securities and advisory services through Cantella. Cantella is owned and operated by Cambridge and its affiliates.
Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration and not all of the securities, products, or services mentioned are available in every state or jurisdiction.
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