Successful independent tax and financial professionals like yourself are committed to meeting the needs of your clients. Make sure your Broker/Dealer supports your commitment and vision every step of the way.
TPA delivers personalized, responsive, hands-on operational and marketing support for your practice. As your exclusive point of contact with our designated independent Broker/Dealer, Cambridge Investment Research, Inc. (Member FINRA/SIPC) you’ll have access to an array of award-winning investment and insurance products and programs. TPA is not affiliated with any product manufacturer or distributor. Our independence and long-term organizational stability assure that our focus is entirely on serving your needs. We are truly your financial services concierge.