Our Broker-Dealer
As independent financial advisors, we have no obligation to any banks, insurance companies, or investment firms to push their products. The only pressure we’re under is the pressure we place on ourselves to provide excellent service to you. We have chosen Cambridge Investment Research, Inc. (Cambridge) as our independent broker-dealer, which enables us to select from a vast menu of programs, products, and services to meet your specific needs.
Like us, Cambridge is based in the Midwest. We share the same four core values that drive a culture of service excellence, passed from the home office, to our business, and finally to you:
- Integrity – honesty, fairness, and ethics are the foundation of Cambridge’s culture
- Commitment – making a difference to the community through quality, excellence, and service
- Flexibility – offering solutions based on being open-minded, resourceful, and committed to mutual win-win
- Kindness – in all things, consideration and compassion with a human touch guide Cambridge’s decisions
It is very important that we affiliate with a broker-dealer that reflects our values. Just as we were able to choose a broker-dealer with a certain set of values, you have the opportunity to choose a financial planner that exhibits the qualities you admire most.
To learn more about Cambridge’s culture and values, visit click here.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Covenant Financial Architects and Cambridge are not affiliated.
This communication is strictly intended for individuals residing in the states of AZ, FL, IN, KY, MO, NY, OH, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of the websites provided herein, Covenant Financial Architects makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
Covenant Financial Architects
800 Main Street | Suite 215
Anderson, Indiana 46016
Phone: (765) 643-4455
Toll-free: (866) 746-4455
Fax: (765) 644-7536
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