Building Blocks of Success
Investments
Retirement Planning
Education Planning
Managing Your Finances
Asset Management
Business Succession Planning
Charitable Giving
Office Assistant Team
Through a partnership with our firm, Cambridge Investment Research, Inc., we have access to a team of highly trained and dedicated virtual assistants for administrative support. This allows us to spend more time with our clients due to the resources available. As Cambridge associates, our assistants are comprehensively trained to ensure excellency with the various aspects of the financial service industry.
☎ 208-340-1716 | ✉ virtualassistant@cambridgesecure.com