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Offering Diversified Financial Services
We are a family owned and independent financial company aimed at taking businesses owners, their valued employees, and our goal-focused community members to a higher level of financial success.
Cambridge Investment Group, Inc. is an internally controlled financial solutions firm focused on serving independent financial professionals and their investing clients with a broad range of choices regarding financial solutions. Cambridge’s national reach includes:
Our unique foundation adapts our Wealth Management Advisors with the ability to provide quality client service though:
Our Private Wealth Management team specializes in comprehensive financial planning for high net worth individuals. This includes cash flow management with personalized investment, estate, protection, tax planning & philanthropic solutions.
We offer customized business planning solutions for small and mid-sized companies using cash flow management, financial projections, employer benefits (ex. ERISA plans, insurance), continuity planning, and succession planning.
Advanced estate conservation strategies are key to protecting Grantors and Beneficiaries, through the generational estate settlement process by avoiding or limiting probate and estate taxes.
Tax planning strategies allow you to utilize tax free, tax deferred, and tax advantaged withdrawal (drawdown) techniques before and during retirement.
Preparing, in advance, for uncontrolled circumstances is vital to insure capital protection. Our licensed insurance agents and advisors can make sure your protection needs are fully covered.
Our retirement planning advisors utilize goal-based and cash flow financial planning techniques to help our clients properly prepare for and fund their retirement needs, wants and wishes.
Have your investment portfolio properly managed by our professional money managers. Customization of your portfolios are based on your risk versus return requirements and diversification.
Rising education costs can impact your ability to save for retirement and other lifestyle goals. Planning ahead for such costs can reduce the financial burden of talking out long-term loans.
Our financial professionals host educational seminars for businesses, churches, and group events.
It is never too early to start planning your financial future. Tell us more about your goals, and we will get you started on a personalized plan to achieve them.
5000 Riverside Drive, Building 6, Suite 100E, Irving, TX 75039
Main: (972) 417-2900
Open today | 08:00 am – 05:00 pm |
Monday - Friday: 8:00am - 5:00pm
Saturday: By appointment only
Sunday: Closed
The DFS Financial Group™
5000 Riverside Drive, Building 6, Suite 100E, Irving, TX 75039
Main: (972) 417-2900
The DFS Financial Group™ - 2023 All Rights Reserved.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of Texas, Florida, New York, California, Michigan and Missouri.
Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. The DFS Financial Group and Cambridge are not affiliated.
A Subsidiary Of The DFS Group, LLC™