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Timothy S

CFP®, Series 63, Series 66

Telford, PA

Cambridge Investment Research Advisors

Timothy Swartley is a CFP® professional with 26 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Cetera and Girard Advisory Services. Outside of his advisory work, he serves as a board member and volunteer for several nonprofit organizations including the Grand View Health Foundation and the Senior Adult Activity Center of Indian Valley. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform options and proprietary model strategies under the Founders Gate Capital brand.

Annuities Retirement plans for business owners (SEP, solo 401k)
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Sidney R

CFP®, Series 63, Series 65

Telford, PA

Cambridge Investment Research Advisors

Sidney Ruth is a CFP® with 24 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2024. Prior to this, Ruth worked at Cetera and FIFS, LLC, where they held advisory and ownership roles. Ruth is also a board member of the Mosaic Conference and the Living Branches Foundation, both nonprofit organizations. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals across multiple platforms and custodians.

Annuities Retirement plans for business owners (SEP, solo 401k)
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