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Stacy is a self-employed independent financial advisor. Stacy has chosen to work with Cambridge Investment Research Inc because they allow her the flexibility to choose which products and services are best tailored to meet the needs of her clients.
A protection-based planning firm.
David Graf is a financial advisor based in Traverse City, Michigan, working with Cambridge Investment Research Advisors, Inc. David has previously held positions at Massmutual, Playmakers, Mml Investors Services, Cambridge Investment Research Advisors, Inc, and Cambridge Investment Research, Inc...
MainStreet Financial is comprised of a group of competent financial professionals local to Michigan. Each member brings a unique skill set to our firm and we believe this is essential to provide clients with a high standard of service. Read further to learn more about the MainStreet team.
16 Οκτ 2024 · Financial planning services can include investment planning, tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
Schedule your personal strategy session today! Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA / SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and RWS Financial Group, LLC are not affiliated.
Cambridge financial advisors are encouraged to take advantage of opportunities to network with and get inspired by their peers. Cambridge offers peer-to-peer coaching, online communities, in-person and virtual events, and more.
