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Resources

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.

FINRA BrokerCheck

Click Here for FINRA's free tool to research the background and experience of financial brokers, advisors, and firms. 

CLIC Client

Click Here to login to your client portal and vault access (existing clients only)

Wealthscape Investor

Click Here to login to your Wealthscape Investment portal (existing investment clients only)

Social Security

Click Here to visit Social Security online services.

Medicare

Click Here for Medicare help and information.

Email
931.388.2141

931.350.0102
217 S. James Campbell Blvd Columbia, TN 38401
PO BOX 1077  Columbia, TN 38402

 

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Advisory Services offered through Investment Advisor Representatives of Bloom Financial Planning LLC, a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Tennessee and Alabama. Cambridge and Bloom Financial Planning LLC are not affiliated. 

Cambridge’s Form CRS (Customer Relationship Summary)

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