Thimbleberry Financial, is an independent financial firm under the direction of advisor Amy Walls. We strive to provide objective advice to clients and wealth management strategies. We put the unique pieces of your financial puzzle together whether that is saving for college education, creating income in retirement, determining the best strategy for restricted stock units (RSUs), or figuring out how to achieve financial independence. Amy is an independent business owner and is not an employee of an investment or financial services firm.
As an independent advisor, Amy chooses the Broker/Dealer (B/D) and Registered Investment Advisory (RIA) firm with whom she partners. A B/D and RIA play two roles; the first is to ensure we are following all the rules of the SEC and FINRA, the industry regulatory agencies, and the second is to act as an intermediary between investment companies and us so that we can obtain the right investment options for clients.
We are proud to align with Cambridge Investment Research because of their commitment to core values of integrity, commitment, flexibility, and kindness which are similar to our own. Cambridge is independent, privately controlled firm, meaning they do not own or manage any investment, insurance, or banking products.
Since 1981, the Fairfield, Iowa based Cambridge Investment Research* has partnered with financial advisors and today they’re working with more than 3,000 advisors in all 50 states**. As a 10-time honoree in the Broker-Dealer of the Year annual poll by Investment Advisor Magazine and have earned a score of 9 out of 10 from advisors based on the Cambridge Annual Advisor Satisfaction Survey for the last 19 years. Their purpose is to make a difference in the lives of their financial advisors.
At Thimbleberry Financial, we are dedicated to putting the unique pieces of your financial puzzle together to help you reach your goals. With the support of Cambridge, we deliver quality products and service to our clients.
*Cambridge and its predecessor firm
**As of December 31, 2017
Investment Advisor magazine, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of rep/advisors. Visit advisorone.com.
Reproduced with permission by Cambridge Investment Research, Inc. for specific use by Thimbleberry Financial.