Our Broker-Dealer - North Light Financial Services

Our Broker-Dealerinfo@northlightfinancialservices.com2022-12-22T13:24:48-05:00

We are proud to partner with Cambridge Investment Research, Inc., who for 40+ years has been dedicated to serving independent financial advisors and their clients. Cambridge’s approach is guided by its core values of integrity, commitment, flexibility, and kindness.

Headquartered in Fairfield, Iowa and founded by Eric Schwartz, they have received numerous industry awards in recognition of their commitment to making a difference in the lives of their clients, associates, and charitable foundation.

Chief Executive Officer Amy Webber was recently honored with the 2022 Investment News Women to Watch Alexandra Armstrong Lifetime Achievement award, and was named Chief Executive Officer of the Year in 2022 by WealthManagement.com.

* InvestmentNews Magazine, Women to Watch list 2015 recognizes 20 women in the industry who have demonstrated success, leadership, ability to effect change, a willingness to help other female professionals, and community service. The honorees were chosen by an InvestmentNews selection committee.

**WealthManagement.com, Wealthies Awards, 2022. Finalists are chosen based on nominations from industry peers. To learn about the award nomination and selection process, visit https://www.wealthmanagement.com/industry/wealthmanagementcom-announces-2022-wealthies-finalists.

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Who We Are

We are a leading independent provider of financial and investment management services located in Plymouth, MA. We are committed to work in partnership with you in your best financial interests.

What We Offer

We offer goal-based financial solutions for all life stages, designed to meet your unique needs. These solutions include retirement income planning, wealth management, investment selection, tax management, estate conservation, risk management, business retirement plans, and college funding.

How We Work

Our comprehensive approach includes an initial (complimentary) conversation that can take place in person or virtually. We strive to take the time to learn more about your goals, financial needs, and challenges.

From there, we can complete an assessment of your financial picture and develop a plan to help you achieve your goals and dreams. Our on-going service includes regular review and periodic oversight of your plan as your needs evolve and adjust in the face of a constantly changing world.

Disclaimer

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 North Light Financial Services are not affiliated. Cambridge does not offer tax advice. Office of Supervisory Jurisdiction: 46 Accord Park Drive / Norwell, MA 02061 Phone: 781-878-4063 Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered: CA, FL, GA, HI, KY, IL, LA, MA, ME, NE, NM, OR, RI, SC, VT, WV. If we are not currently registered in your state please email us at info@northlightfinancialservices.com. We may be able to refer you to a representative in your area, or we may become registered in your state, at which time we could further discuss our services with you.