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How Can We Help You?

Whether you're an advisor looking to grow your business or a client seeking financial guidance, we’re here to help. Select the option that best fits your needs.

Advisors

The Right Fit for Your Future

Let’s talk about your future. Whether you’re exploring a transition or looking for a strategic partner, we’re here to help. Schedule an introductory call today.

Clients

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.

Call Us Direct

Client Services

800-335-9156

Existing Advisors

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

joincantella@cantella.com
clientservices@cantella.com


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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