We are an independent financial services firm. Our team helpps individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. 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 Advisor. Fraser Financial Partners and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of MD, PA, CA, NC, FL, CO, WV, NJ, DC, DE, MA,VA, TX, TN. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.

Cambridge Investment Research, Inc Form CRS

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third party technologies, websites, information, and programs made available through this website.

Mailing Address 8350 Bee Ridge Road, Suite 315
Sarasota, FL 34241
United States

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Company Description
We are an independent financial services firm. Our team provides clients with honest, ethical, and transparent financial services and products. We focus on comprehensive financial planning for businesses and individuals. Our planning includes investments, personal & business insurance (Life, Disability, Long-Term Care, etc.), retirement planning, education planning, business succession planning, and business valuations.