Our Broker-Dealer

At Puget Sound Retirement Services, we have the freedom to choose who we do business with, including who we use as our broker-dealer. We have selected Cambridge Investment Research, Inc. (Cambridge) as our broker-dealer. Cambridge is independently owned, which means we are not pressured by corporate interests and can focus on what is best for you and your financial goals.

Cambridge is committed to providing the resources and support that help us serve our clients’ needs. Through Cambridge, we have access to a vast menu of compliance-friendly programs, products, and services. This allows us to customize an investment strategy designed to meet your long-term financial needs.

Cambridge at a glance:

  • 2,900 rep-advisors in all 50 states1
  • 688 home office associates1
  • Celebrating 35 years of service2
  • Ranked a fee leader for 15 consecutive years3
  • Eight-time Broker-Dealer of the Year4

To learn more about our relationship with Cambridge and what it means to our clients, contact us today.

 

1 As of March 31, 2016
2 Cambridge and its predecessor broker-dealer
3 Financial Planning magazine, June “FP50”, 2001-2015
4 Investment Advisor magazine, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. Visit thinkadvisor.com.