South Hadley, MA Willimansett Street Office

Team
Updated today

Client AUM

$134,619,620,347

Clients

355,872

Advisors

2

Of 3,909 advisors across 2,198 offices

Location

87 Willimansett Street

South Hadley MA 01075

Advisors at this office

2

Advisors at this office

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Ryan C

CFP®, Series 66

South Hadley, MA

Cambridge Investment Research Advisors

Ryan Cummings is a CFP® with 10 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Ryan is also involved with Private Financial Design in South Hadley, MA. 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 a network of independent professionals, providing a range of customized investment solutions under various platform arrangements.

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

CFP®, Series 63, Series 65

South Hadley, MA

Cambridge Investment Research Advisors

Andrew Beaudry is a CFP® with 37 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2011. He holds Series 63 and Series 65 licenses and is based in South Hadley, MA. Outside of his advisory role, he owns a media production company, Twohills Dood Productions. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, plans, and charitable organizations. The firm offers a range of investment strategies through independent Financial Professionals, including proprietary models, third-party solutions, and both discretionary and non-discretionary management options.

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