Meeting with our advisory team is an important first step. It's an opportunity to get to know the Advisor and share your goals and dreams. You're under no obligation; your initial meeting will be relaxed and informal. We can meet in person, via Skype, or teleconference.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. You should expect to get a sense of what it might be like to work together.
If you do not already have a team of advisors, we help you create one. We work with your tax, estate, legal, and real estate professionals to provide a comprehensive service and/or solution.
Don't hesitate to contact us with your questions or comments. Please see our Contact Us page for complete contact information.
Ask one of our Advisors about what's on your mind. We will respond in less than 24 hours.
How To Prepare
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Cambridge Investment Research Advisors, Inc., Registered Investment Advisor. Global Investment Company and Cambridge Investment Research, Inc. are not affiliated.
Information relating to securities is intended for use by individuals residing in the following states: California, New York, and Arizona only. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined.