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Who We Serve

For nearly 50 years, we have maintained a robust client base, representing a diverse group of dynamic professions. We have served broad array of banking institutions, healthcare and senior services providers, nonprofit organizations, associations, local school districts and private/charter schools. We continue to expand our client opportunities and are positioned to extend our work into the engineering field, and others as well. We pride ourselves in being your strategic advisor, becoming knowledgeable in your core business so that we can align you with the best possible solutions.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of: DC, FL, MD, NJ, NY, OH, PA, SC, TX, CA, CO, GA, and OK. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Webber Advisors and the Leavitt Group are not affiliated with Cambridge. Fixed insurance and benefit services are not offered through Cambridge.

Testimonials provided are related to insurance and employee benefit services.