Welcome to OIFS
To schedule an appointment, please click the link below or call or text Devin directly at (419) 210-8022.
Curious about how much money you might need in order to retire? Click the button below to take a quick quiz that will give you an idea of how much you might need to retire.
You are the priority
Welcome to OIFS – What You Need to Know
Why This Change Happened
When a financial advisor departs from Cambridge, client accounts remain with the firm to ensure stability and continuity. Your previous financial professional, for one reason or another, has left Cambridge. To maintain seamless service, Cambridge reassigns your investment account to a new financial advisor who can provide ongoing support and guidance for you. That advisor, in your case, is Oregon Insurance and Financial Services (OIFS). OIFS is a family-owned, independent insurance and financial advisory firm who has been in business for over 30 years.
What This Means for You
No changes to your account – Investment holdings, account details, and financial strategies remain unchanged.
No changes will be made without your consent – If you and your new financial professional would like to make changes to your account, changes will only be made with your consent and input.
A dedicated point of contact – OIFS has been assigned to service your investment account, answer your questions, and provide you with guidance.
Next Steps
For clients who have not yet connected with their new financial professional, the following steps are recommended:
Schedule an Introduction – Please schedule a time to meet with your financial professional. This will give us the opportunity to learn about you and your financial goals and for us to introduce you to our firm and answer any questions you have. Click here to schedule a meeting with your financial professional. You can also schedule an appointment by contacting Devin directly via call or text at (419) 210-8022 or via email at devin@oregonfinancial.services.
Review Account Details – Your financial professional will take the time to review account history, investment strategy, and any specific needs.
Ask Questions – Any concerns regarding the transition or account management can be addressed directly with your new financial professional.
Frequently Asked Questions (FAQs)
Why was my account assigned to a new financial advisor?
For various reasons, your previous financial professional is no longer associated with Cambridge. When this occurs, Cambridge will re-assign your account to a new servicing advisor so that your needs are still being met and your account is not left un-attended.
Do I need to take any action?
If you haven’t already, please call or text Devin at (419) 210-8022 to schedule a time to speak with your new financial professional. You can also schedule an appointment by following this link. This will allow us to ensure your contact information is correct, get to know you and your goals, and introduce you to your financial professional and our firm.
Will my investments or financial plan change?
No. All account details remain unchanged, and no adjustments will be made without prior discussion and your express consent.
Can I choose a different financial advisor?
Yes. You always have the right to choose your financial professional. Any questions regarding advisor options can be discussed with Cambridge Investment Research at (800) 777-6080.
How can I contact my new financial advisor?
Your new financial professional is available to answer any questions, provide guidance, and schedule a meeting. Please contact our office at (419) 697-3955, call or text Devin directly at (419) 210-8022, or email your financial professional directly at devin@oregonfinancial.services.