2023 Questionnaire

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services through Cambridge Investment Research Inc., to individuals and business owners. By providing sound financial information, we believe that you will be better able to identify your goals and make informed decisions to help reach them.

our mission

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

When you think about it, the ultimate goal in life is not accumulating money, but achieving the happiness that comes from realizing your dreams. Financial success can certainly make that easier. That’s where we come in. Allegra Financial helps you take a disciplined approach to decisions about your money and your financial life so that your dreams can become reality.

How We Can Help You

You have a wide variety of financial interests and complex financial concerns that change over time. Allegra Financial offers you a personalized, creative approach with expert advice to help you meet your goals. We’re here to help you get organized, set goals and develop strategies to achieve them.

Because your best interest is our primary concern, our advice is objective and tailored to your specific situation. We work on an independent basis. Financial and investment decisions are made based on your needs and goals.  Consider us your “personal financial coach,” helping you make sound decisions that enable you to pursue your lifetime goals.

Please call us if you have any questions about our firm or the range of financial products and services we provide