Synergy and Cambridge

Synergy Wealth Management is a branch office of Cambridge Investment Research, Inc.  As such, we utilize the expertise of the professionals at this award winning broker dealer.  The relationship allows us access to a wide range of services and providers.

 

Cambridge Investment Research, Inc. was founded in 1981 by Eric Schwartz, dedicated to providing objective, independent advice to clients. Cambridge’s mission is to make a difference as the leading independent Broker/Dealer specializing in fee based advisory solutions. We offer investment products and services from hundreds of investment firms and they are at your fingertips when you choose to partner with our Representatives. We answer to your needs, not to the demands of a “sales manager” or parent company that manufactures insurance or investment products.