Business Relationships

Cambridge Investment Research, Inc.

Just as you take great care in deciding which financial professional fits your lifestyle, we have spent countless hours choosing a broker-dealer that fits ours. Nesbitt Financial Services chose one of the most respected independent broker-dealers in the industry, Cambridge Investment Research, Inc. Cambridge provides the resources needed to deliver a wide variety of investment options and gives us the autonomy to run our business with your interests in mind.

By partnering with an independent broker-dealer, we do not have sales quotas to reach, nor are we limited by the products we offer. With Cambridge, you can trust that we will always follow your goals and help you succeed. Corporate interests are not a factor in our relationship with you.

Cambridge provides advanced acquisition and succession planning support. If the unthinkable happens to David, our clients’ accounts will be taken care of as part of our Continuity Express® agreement.

National Financial Services (NFS)

We clear the majority of our financial transactions through NFS, a nationally recognized firm that processes hundreds of thousands of transactions everyday. In addition, NFS is responsible for the custody and safekeeping of your assets. Their experience and longevity in the industry speaks volumes to the care they take safeguarding your hard-earned money.