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Our Office

481 Penbrooke Drive, Suite 4B
Penfield NY 14526

Phone: (716) 969-5334
Text: (585) 326-2072

Hours: 8am – 5pm, Monday – Friday

Check the background of this firm on FINRA’s BrokerCheck.

Click here for Cambridge’s Form CRS

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investments Research Advisors, a Registered Investment Adviser. Mountain Capital Planning and Cambridge are separate entities, independently owned and operated. Cambridge does not offer tax or legal advice. Fixed insurance services offered through Mountain Capital Planning. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

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