Cambridge Investment Research Inc

Cambridge Investment Research, located in Lebanon, PA, is dedicated to empowering independent financial advisors, Registered Investment Advisors (RIAs), and broker-dealers by offering flexible solutions tailored to meet their unique business needs. Their comprehensive services include customizable asset management solutions, robust technology platforms, and ongoing support aimed at facilitating growth and improving client relationships. With a strong focus on independence, Cambridge provides resources such as consulting, coaching, and a community for financial professionals, fostering an environment that promotes collaborative success. Their commitment to innovation is reflected in their offerings, which include specialized programs for women in the investment industry and strategic insights to navigate the evolving financial landscape. Generated from the website

At Yocum & Company, we recognize how your goals, ambitions, and dreams for the future make you unique. We specialize in helping to weave these distinct parts of your life into a cohesive vision and deliver practical solutions that are tailored to your near and long-term financial success.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Lebanon, PA area, Jay Green will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.