Core Values - Alpha Financial Services

Core Values

Treat each person, family and business with dignity and respect.
Uphold the highest standard of ethical behavior, honesty, trust, and professionalism
Treat you and your situation as completely unique, special and deserving of the highest level of fiduciary standard of care
Follow prudent investment practices and disciplined adherence to each client’s investment plan

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Securities offered through Registered Representatives, Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Alpha Financial Services, Inc, and the Cambridge companies are not affiliated.

This communication is strictly intended for individuals residing in the states of Arizona, California, Florida, Iowa, Minnesota, New Mexico, Texas, Wisconsin and Virginia. No offers may be made or accepted from any resident outside the specific state(s) referenced

Tax Services offered through Alpha Financial Services, Inc

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing. Full disclosure can be found here.

Cambridge does not offer tax or legal advice. Fixed insurance services offered through Alpha Financial Services.