Our Broker-Dealer

Replenishing our strength, stability, and structure

Just as you have the opportunity to choose your financial professional, we in turn can choose our independent broker-dealer. As an independent financial firm, we are not an employee of an investment or financial services firm – we are independent business owners. Therefore, we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals. We are proud that our values, specifically integrity, are shared with our broker-dealer, Cambridge Investment Research, Inc. (Cambridge). Together, we focus on a common priority – you.

As one of the most respected and largest privately held independent broker-dealers in the U.S., Cambridge is owned entirely by its management and financial professionals. Their executive leadership has spent over 15 years consciously building a legal structure, business plan, and a superior management team with the goal of remaining privately owned. Cambridge has continually put the objectivity of independent financial professionals first to ensure the long-term success of the financial services industry, financial professionals, and clients. Objective advice on achieving your financial goals may be best delivered by an independent financial professional.

Cambridge, member FINRA/SIPC, remains strong and growing – thanks to their conservative financial strategy and the disciplined efforts of financial professionals in their independent practices. Together we maintained perspective during the turbulent times in the financial markets and survived the unprecedented meltdown on Wall Street. More importantly, we are thriving as stability drives renewed interest in traditional values and conservative business practices.

If you are involved in or interested in a career as an investment professional, and would like information about working with Cambridge (either directly or through us), visit our Career Opportunities page.

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Preferred Planning Associates
263 Regency Ridge Dr.
Centerville, OH 45459
Phone: 937-610-5595
Fax: 937-660-5171

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Preferred Planning Associates