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Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment advisor as well as an industry leading independent broker-dealer. Cambridges national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports several thousand independent financial professionals nationwide who serve their hundreds of thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridges firm Registered Investment Adviser or their own. Our purpose is to make a difference in the lives of our advisors, their clients, and our associates. We will do this by continuously improving and refining our competitive differentiation, unique culture, customizable experience, and superior quality.
Jim Mundy Insurance-Financial is a Salisbury, NC-based company in the Financial Services sector.
Okabena Company together with its subsidiary Okabena Investment Services, Inc. (`Okabena`) is a leading provider of integrated investment and wealth management solutions to individuals and families of wealth, and non-profit organizations. Collectively with nearly 50 years of experience in the industry, Okabena has established itself as one of the nation`s most respected and innovative family offices, with a winning business model that assists multi-generational families in meeting their financial needs and accomplishing their goals.
Education Plus Credit Union is a Monroe, MI-based company in the Financial Services sector.
B.E. Blank and Company is a socially responsible investment firm founded on the tenets of conscious capitalism.