Resources

Enhance your know-how with Rose City Financial

Staying up with financial news, trends and data is a smart way to help keep your retirement plans on track.

To make it easier for you, we’ve gathered reports, links and articles on these Resource pages so you can access the information you need when you want it. Click any link below to begin.

Getting Started. Prepare for our first meeting and learn about the financial advisor process with these PDF downloads.

Access Account. Access your portfolio information and generate in-depth reports.

Favorite Links. Need a referral? Check out these favorite links for great business resources.

Form CRS for Cambridge
(Customer Relationship Summary)

Form CRS for CIRA

Form CRS Supplement

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fixed insurance offered through Rose City Financial. Cambridge and Rose City Financial are not affiliated. Cambridge does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the states of CT, FL, GA, MA, ME, NC, NY, PA, RI, SC, VT, VA. No offers may be made or accepted from any resident outside the specific states referenced.