Tempe, AZ S Lakeshore Dr. Office

Paula Przewlocki is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 65 designation and has been with Cambridge since 2011. Paula also has a longstanding association with the Leighton Agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary models and unaffiliated strategies across multiple platform arrangements.

Michael Przewlocki is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cambridge since 2004. Outside of his advisory work, he is a notary public. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm delivers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing a variety of portfolio management strategies and platform options.

Robert Polley is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge Investment Research Advisors since 2013. In addition to his advisory role, he operates as an independent insurance agent through Polley Financial Group, LLC in Tempe, Arizona. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Ronald Przewlocki is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2006 and has worked with Cambridge Investment Research, Inc. since 2004. Outside of advisory work, he is an independent insurance agent for various companies and occasionally sells life and long-term care insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies with multiple platform options and tailored approaches.

James Przewlocki is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding a Series 66 designation and six years of industry experience. His background includes roles at Cambridge Investment Research, Legacy Financial Group, and seven years as a self-employed independent contractor. Outside of finance, he is a self-employed freelance musician and owns a manufacturing business, J & D Mobility, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple investment platforms and proprietary strategies, accommodating both discretionary and non-discretionary approaches tailored to client objectives.