Welcome to our website!
This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.
For clients that chose to have their tax return copies stored electronically using Secure File Pro, here is the link to access your previously stored tax returns. You must know the log-in information you used to establish the account from the email you received the first time.
There is a link to retrieve your password, if you have forgotten it. If you didn’t have your tax return uploaded at the time, but would like it uploaded now, please send an email to firstname.lastname@example.org and we’ll upload it for you.
BrokerCheck is a free tool to help investors research the professional backgrounds of brokerage firms and brokers currently or formerly registered with FINRA or a national securities exchange, as well as current or former investment adviser firms and representatives
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research, Inc., a Registered Investment Advisor.
Cambridge and Heimdal Tax & Financial Services are not affiliated.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.