Financial Voyages, LLC
Financial Voyages, LLC is an independent financial services firm committed to providing our clients with comprehensive financial advice and wealth management services to help secure their financial future. We are dedicated to developing lifelong financial relationships with all of our clients and offer a unique and distinctive approach based upon the thorough discussions we have with them.
Although many firms strive to build a good reputation, we believe it is what’s on the inside that counts. Our firm was founded on the belief that if we always do what is right for our clients, our reputation will take care of itself. As a trusted firm, we are committed to placing your interests first, listening to you throughout the process, and continually monitoring your progress and revising the plan as needed. We are focused on helping our clients with four objectives: creating and growing wealth, preserving and protecting wealth, planning for the distribution of wealth during life, and planning for the distribution of wealth at death. Throughout the process, we strive to educate you by providing information about key financial concepts so that you can make informed and confident decisions. Taking the right financial planning precautions now, can allow you to reap big rewards later.
Cambridge Investment Research, Inc.
Just as you have the opportunity to choose your financial professional, we in turn can choose our independent broker-dealer. As independent financial professionals, we are not an employee of an investment or financial services firm – we are independent business owners. Therefore, we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals. We are proud that our values are shared with our broker-dealer. Together, we focus on a common priority – you.
As one of the most respected and largest privately held independent broker-dealers in the U.S., Cambridge is owned entirely by its management and financial professionals. Their executive leadership has spent over 15 years consciously building a legal structure, business plan, and a superior management team with the goal of remaining privately owned. Cambridge, member FINRA/SIPC, has continually put the objectivity of independent financial professionals first to ensure the long-term success of the financial services industry, financial professionals, and clients. They remain strong and growing – thanks to their conservative financial strategy and the disciplined efforts of financial professionals in their independent practices.