Our Broker-dealer

At Capital Concepts Financial Group, we have the freedom to choose who we do business with, including who we use as our broker-dealer. With our clients’ best interests top of mind, we have chosen one of the largest privately controlled independent broker-dealers in the country, Cambridge Investment Research, Inc.

As our broker-dealer, Cambridge is committed to providing the resources and support that help us best serve our clients – including a vast menu of compliance-friendly programs, products, and services. This enables us to customize an investment strategy designed to meet clients’ long-term financial needs.

We chose Cambridge in part because of their values: integrity, commitment, flexibility, and kindness.

  • Integrity – honesty, fairness, and ethics are the foundation of Cambridge’s culture
  • Commitment – making a difference to the community through quality, excellence, and service
  • Flexibility – offering solutions based on being open-minded, resourceful, and committed to mutual win-win
  • Kindness – in all things, consideration and compassion with a human touch guide Cambridge’s decisions

To learn more about Cambridge, visit www.cir2.com.