Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Advisor is registered in Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Tennessee, Texas, Virginia, Washington, and Wisconsin. The Corner Office and Cambridge are not affiliated. Advisors 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 and services mentioned are available in every state or jurisdiction. Investing involves risk of loss. Diversification and asset allocation strategies do not assure profit or protect against loss.
Access Cambridge's Form CRS (Customer Relationship Summary).
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The Corner Office offers the same types of services available at many Wall Street Firms. This is possible due to our strategic partnerships.
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.
The Corner Office services:
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.