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We understand the diverse financial needs of small business owners and offer tailored solutions to foster growth and stability.
We take a comprehensive approach, addressing business assets and how they can work in harmony with personal assets such as old retirement accounts and real estate holdings.
Excess cash can feel unproductive. We offer short and long term investment options to get the most out of your business savings.
Check out the background of our investment professionals on FINRA’s Brokercheck: http://brokercheck.finra.org
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC (finra.org and sipc.org); collectively registered for offering to residents of AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NM, NV, OH, PA, SC, TN, TX, VA, & WA. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sound Foundation Wealth Advisors are not affiliated. As Investment Advisor Representatives with Cambridge Investment Research Advisors, an SEC Registered Investment Advisor, we are able to offer investment advice in all 50 states.