Canfield, OH Boardman Canfield Road Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,913 advisors across 2,197 offices

Location

4137 Boardman Canfield Road, Westford Centre #103

Canfield OH 44406

Advisors at this office

2

Advisors at this office

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Matthew D

Series 63

Canfield, OH

Cambridge Investment Research Advisors

Matthew Dobro is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 31 years of industry experience, including 19 years with Cambridge Investment Research Advisors. Outside of advising, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing multiple custody platforms and a range of model-based and discretionary strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Ronald D

Series 63

Canfield, OH

Cambridge Investment Research Advisors

Ronald Dobro is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 credential. He has 38 years of industry experience and has been with Cambridge Investment Research Advisors since 2005. He also has experience with Oak Park Advisors-College Consultants and Cambridge Investment Research, Inc. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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