INVESTMENT PARTNERS
THE BEST OF ALL WORLDS
BIG FIRM INVESTMENT EXPERIENCE.
SMALL INDEPENDENT FLEXIBILITY.
As an investor, you need the personal attention and flexibility of an independent firm with the resources and experience of a large firm.
With Stebbins Bolen, you get both.
ABOUT
We are an independent firm aligned with Cambridge Investment Research, Inc. We have almost 50 years of combined experience in financial services, 35 of those employed at SunTrust Investment Services, Inc. As experienced, independent advisors, we combine extensive market knowledge and understanding with a responsive, customer-focused approach.
​
So, you really do get the best of all worlds.
WE'RE ON IT
One thirty minute call a year doesn’t cut it.
Just because investing is a long-term strategy doesn’t mean the markets and your priorities won’t shift. We’ve been frustrated in the past with processes and initiatives that get in the way of helping clients. With our independence, we have the freedom to look out for your best interests, day in and day out. And that’s just what we’ll do, with regular communication that keeps you in the know. We also back each other up, so you’ll always have someone to talk to who knows you, your account, and your goals.
YOU'RE UNIQUE.
Your investment strategy will be, too.
We believe that your investment strategy should come as a direct result of your goals. Because in life, there is no one-size-fits all. So, we don’t offer cookie-cutter solutions. In fact, at first, we don’t offer any solutions at all. We start by listening. We learn your hopes and plans for family and future. When the kids are going to be in college. When you’ll need more income. Where you’d like to be when you retire. What kind of a financial legacy you would like to leave for your kids. Then we come up with a strategy to help you make it all happen. Investing really does help make dreams come true, so we ask you to share yours with us.
INVESTING IS PERSONAL
Contrary to what many people believe, money is both personal and emotional. For that reason, we work with you the way you want to work with us. Some people are more comfortable with a more hands-off approach, while others need to be more involved. Some are okay with peaks and valleys in their investments. Others are more conservative with risk. Some prefer to talk to face to face, others only on the phone. Some bring their spouses, others don’t. Just as with your investment strategy, we customize our relationship to fit your needs.
BACKED BY THE BEST
We had a choice of firms to partner with and we chose the best. Cambridge Investment Research, Inc. is a registered broker-dealer in all 50 states clearing through FCCS (Fidelity Custody and Clearing Solutions) and Pershing LLC, both members FINRA/SIPC. Cambridge supports our business with a full range of products and services and is a truly independent broker-dealer.
