Cambridge Investment Research

Business details

Category
Financial Services · Financial planner
Address
1754 Technology Dr Ste 133, San Jose, CA 95110
Phone
(408) 971-2060
Website
sfgca.com
County
Santa Clara County

Hours

  • Monday: 9 AM–4 PM
  • Tuesday: 9 AM–4 PM
  • Wednesday: 9 AM–4 PM
  • Thursday: 9 AM–4 PM
  • Friday: 9 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

About

Clear guidance, sound planning, and steady support for your financial goals: that's what we offer at Cambridge Investment Research. We are a financial planning firm serving individuals and families in San Jose and across Santa Clara County.

Our work centers on helping clients think through their long-term goals and build a plan they can actually follow. We aim to make complex financial decisions easier to understand, so you always know where you stand.

Whether you are just starting to plan or refining an existing strategy, we are glad to meet you where you are.

Reach out by calling or stopping by our office, and we will be happy to talk through how we can help.