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Cambridge Investment Research Reviews: What You Need To Know
Introduction
Cambridge Investment Research is a well-known financial services company that offers investment advisory and brokerage services to individuals and institutions. Founded in 1981, the company has grown to become one of the largest independent broker-dealers in the United States. Over the years, Cambridge Investment Research has received numerous reviews from its clients, and in this article, we’ll take a closer look at some of these reviews to help you understand what the company has to offer.
What Services Does Cambridge Investment Research Offer?
Cambridge Investment Research offers a wide range of financial services to its clients. Some of the services offered by the company include investment advisory, brokerage services, financial planning, retirement planning, and estate planning. The company also offers a range of investment products, including stocks, bonds, mutual funds, and annuities.
Investment Advisory Services
One of the key services offered by Cambridge Investment Research is investment advisory. This service is designed to help clients develop and implement an investment strategy that aligns with their financial goals and risk tolerance. The company’s advisors work closely with clients to understand their needs and develop a customized investment plan that meets their unique needs.
Brokerage Services
Cambridge Investment Research also offers brokerage services to its clients. This service allows clients to buy and sell securities, such as stocks and bonds, through the company’s trading platform. The platform is easy to use and offers a range of features, including real-time market data and research tools.
Financial Planning
Cambridge Investment Research also offers financial planning services to its clients. This service is designed to help clients develop a comprehensive financial plan that includes retirement planning, investment planning, tax planning, and estate planning. The company’s advisors work closely with clients to understand their financial goals and develop a plan that meets their unique needs.
Cambridge Investment Research Reviews
Cambridge Investment Research has received numerous reviews from its clients over the years. Many clients have praised the company for its excellent customer service, knowledgeable advisors, and range of investment products. Some clients have also noted that the company’s trading platform is easy to use and offers a range of features.
Positive Reviews
One client wrote, “I have been a client of Cambridge Investment Research for several years now, and I am extremely satisfied with their services. Their advisors are knowledgeable and always available to answer my questions. The trading platform is easy to use, and I have been able to make some great investments through the platform.” Another client said, “I have been working with Cambridge Investment Research for over a decade now, and I can’t say enough good things about them. Their advisors are top-notch, and their investment products are diverse and well-managed. I would highly recommend this company to anyone looking for financial services.”
Negative Reviews
While most reviews of Cambridge Investment Research are positive, some clients have had negative experiences with the company. One client wrote, “I was not happy with the performance of my investments through Cambridge Investment Research. I felt that my advisor did not listen to my needs and did not provide me with good advice.” Another client said, “I had some issues with the trading platform provided by Cambridge Investment Research. The platform was slow and difficult to use, which made it difficult for me to make trades in a timely manner.”
Conclusion
Cambridge Investment Research is a well-respected financial services company that offers a range of investment products and services. While the company has received some negative reviews from clients, the vast majority of reviews are positive, with clients praising the company for its knowledgeable advisors, excellent customer service, and easy-to-use trading platform.
People Also Ask
What Is Cambridge Investment Research?
Cambridge Investment Research is a financial services company that offers investment advisory and brokerage services to individuals and institutions. The company was founded in 1981 and has grown to become one of the largest independent broker-dealers in the United States.
What Services Does Cambridge Investment Research Offer?
Cambridge Investment Research offers a wide range of financial services, including investment advisory, brokerage services, financial planning, retirement planning, and estate planning. The company also offers a range of investment products, including stocks, bonds, mutual funds, and annuities.
Are Cambridge Investment Research’s Advisors Knowledgeable?
Yes, Cambridge Investment Research’s advisors are highly knowledgeable and experienced. The company’s advisors work closely with clients to understand their needs and develop customized investment plans that meet their unique needs.
What Is Cambridge Investment Research’s Trading Platform Like?
Cambridge Investment Research’s trading platform is easy to use and offers a range of features, including real-time market data and research tools. While some clients have had issues with the platform, the vast majority of clients find it to be a useful and effective tool for making investments.
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