advisor testimonials

Independence Backed by a Powerful Team

I started in the financial services industry in 2005, and when I became fully independent in 2020, I needed a partner who could support me as a one-person practice. Premier has been the perfect landing spot.

As a sole proprietor, they make running my business effortless. Whenever I have a question or run into an issue, I reach out and the staff immediately guides me to the right person. They’re quick to respond, always have the answers, and save me from having to navigate the Home Office alone. And if anything ever comes up with Cambridge, Premier steps in and works to find the solution so I can stay focused on my clients.

The service here is outstanding. The people at Premier are friendly, knowledgeable, and genuinely committed to helping advisors succeed. They keep me informed about industry changes, help me stay compliant, and consistently make me feel like I’m their most important rep.

If you’re unsure about joining Cambridge or Premier, my advice is simple: take a serious look. It’s a great group of people, and they will absolutely help you grow your business.

We’re not built for volume.

We’re built for people.

We know our advisors by name, celebrate their milestones, and grow at a pace that keeps service personal.
That’s how independence stays sustainable and how you stay on your own, but not alone.