Planning and investment activities often involve tax projections and recommendations regarding estate planning. None of the advisors of the firm are licensed attorneys and do not practice law. The firm works with clients’ attorneys to provide services and advice that can be integrated into the financial plan.
All advisors are registered with Cambridge Investment Research Inc., member FINRA and SIPC as Registered Representatives. All advisors are also registered with Cambridge Investment Research Advisors, Inc., an SEC licensed Registered Investment Advisor as Investment Advisor Representatives. Dobrusin Financial, LLC and Cambridge are not affiliated and operate independently.
We do not collect, store, or share personal information on this website.