Cambridge cares nothing about its investors. I have been stuck in a cycle of hell since 2022 because they cannot be bothered to get tax documents out in a legal, timely manner. The law states that all tax documents must be mailed on, or by January 31. Cambridge doesn't even pretend to abide by those guidelines. For instance, this year, we were sent a notice that all final tax forms would be mailed by March 15. We received ours on March 20. We saw our accountant, and signed our tax returns on March 31. I took in my mail this morning, April 1. Imagine my surprise to find a new, revised tax documents from Cambridge, printed on March 21, and mailed on March 28! It took a week for them to mail something so important? For the third year in a row, my husband must now amend our taxes, due to their negligence. That means time, stress, and loss of money on our part, as we'll be paying out accountant, twice. Three years in a row. read more

We had several accounts with Cambridge through our financial advisor. Our advisor left Cambridge around the same time we decided to find a new advisor. We have attempted to access our accounts through Cambridge however the phone numbers listed for authentification do not belong to us. Despite multiple calls to the company and providing our private info they refuse to allow us access to our accounts. They stated that we should instead "find a new advisor". This is poor customer service at best and more likely criminal read more

Hotel California - once you're in, good luck trying to get your money out. I've been working on a rollover for months. They simply stop responding to email and calling in results in circular conversations with inept individuals. They refuse to provide access to a manager or any resource that might be able to do better than, "Computer says no..." Do yourself a favor and steer clear. read more

I'm not sure how much worse Cambridge can get, but we hope to be done with them soon so we don't find out. Their hubris has always been an embarrassment - just because they think they're friendly people in the office (that's when they're actually IN the office, and not working at home with the smoke detectors going off) doesn't translate to client interactions, nor to the knowledge they claim to possess and don't. Worst of all, they've lost their follow-through (you'll NEVER get a callback or an email when that's what they promise) and their systems seem to be failing more and more these days. Quality Talent also no longer exists, but then again, if you're in Fairfield, your choices are working at Cambridge or Taco John's, so there we go. Can't wait to say goodbye for good Cambridge, and good riddance. read more

URGENT SCAM alert - DO NOT INVEST with Cambridge-exc or Cambridge Investment Research Advisors Inc. The website goes down and the brokers want payment first before you can withdraw then poof they are gone. I can answer any questions. My broker was Margaret Ann Haslach and when your run FINRA/SIPC at the bottom there is a warning about people creating scam account. So WATCH out with this investment firm. read more

Getting ready to fire Cambridge... We have been with them for a long time. In the last 3 years, their customer service and response has dropped tremendously. Very hard to get someone on the phone, website is aweful and other areas are sub par. read more

I was with cambridge for 3 years. During that time they nickel and dimed me and managed to lose me money. For the first year i was there they just sat on my money and didn't do anything with it, they just charged me fees. DO NOT USE CAMBRIDGE INVESTMENT RESEARCH. THEY PRODUCE NO VALUE FOR YOU. read more

A classy firm packed with absolutely great people who really care about what they do. Completely dedicated to providing great service to financial advisors and in the process make the world a better place. They're the largest employer in the area (over 350 employees) and have never been forced to lay off a single person. If you're an advisor looking for a broker/dealer, look no further. If you're looking for employment with a great company that offers fantastic educational opporunities and career growth, look no further. read more

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Odd to find a nation-wide investment company HQ'ed in the middle of Iowa cornfields, but here we are. Beautiful facility, delightful staff. They treated me like royalty when I came in to facilitate a two-day leadership program. Fab folks! read more

We've been investing with Cambridge for a long time now, and regret that we are preparing to fire them. We've had recurring issues with getting our 1099's out of them for filing our income taxes, and this has worsened as the years have passed. These are supposed to be sent (per IRS regulations) by January 31, but now at March 4 - still nothing. Cambridge is impossible to contact, and they have NEVER responded to written inquiries. We are now requesting assistance from the IRS with this issue. I suggest that everyone avoid this company at all costs - definitely not worth the hassle. read more