Professional Partners
 We partner with CPAs, lawyers, bankers, realtors, mortgage loan officers, trust officers, payroll providers, property and casualty insurance agents, guardians, recruiters, headhunters, outplacement specialist, and other professionals who have access to individuals and organizations in need of retirement planning and investment services. We’re ready to help our partners expand their businesses by adding financial planning to the services they offer.
Why partner with us?
Our understanding of the CPA client base and compliance-related work has enabled us to develop a unique, turnkey process that will help you assess your potential as a provider of financial services and develop a strategic business and marketing plan tailored to your needs.
We will help you:
- Develop strategies to identify, contact and cultivate new clients
- Strengthen relationships with existing clients
- Become an empowered advocate for the financial security of your clients as well as their families and businesses
- Generate additional revenue by offering insurance and investment products
By developing an alliance with us, you can help ensure your clients’ insurance and investments are aligned with their present financial conditions and their future financial security rests on conscious decisions, rather than merely being left to chance.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at esands@cambridgeresource.com or call us at 888-654-1118. We look forward to hearing from you!
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