Through a partnership with my broker-dealer, Cambridge Investment Research, Inc., I have access to a team of specialists who allow me to spend less time on administrative tasks and more time focusing on helping you meet your financial goals.
Cambridge Source Virtual Assistants, based at Cambridge’s home office in Fairfield, Iowa, have over 16 years of combined industry experience. The team specializes in opening new accounts, account transfers, cashiering items, processing paperwork, and service requests. In addition to their extensive knowledge, they have an impeccable reputation for client service. Each Virtual Assistant has graduated from Redtail University, Redtail’s in-depth CRM training, and completed the Cambridge Customer Service Excellence series.