Distinction earns recognition at upcoming Cambridge conference
Harford Financial Group’s Adam Freeland, CFP ™, managing principal, and Melissa Mullan, CFP ™, investment advisor representative, were named to the inaugural Circle of Excellence by their financial solutions firm, Cambridge Investment Research, Inc. (Cambridge).
This honor denotes the highest level of achievement among Cambridge independent financial professionals. It recognizes those who have shown strong leadership in their field, while helping to fulfill Cambridge’s purpose to make a difference in the lives of its financial professionals, their clients and its associates.
As two of the financial professionals to qualify for this honor, Freeland and Mullan have demonstrated their dedication to serving the needs of their clients while maintaining an independent, service-driven mindset. The new Circle of Excellence distinction provides opportunities for financial professionals to meet other leaders in their field, gain exposure to new perspectives and continue to hone their skills and talents.
Circle of Excellence qualifiers will gather February 5-8 in Boca Raton, Fla., joined by members of Cambridge’s senior leadership team. The multi-day event will include networking sessions, industry speakers and roundtable discussions.
“We are incredibly honored to welcome Adam Freeland and Melissa Mullan into the Cambridge Circle of Excellence,” said Cambridge President of Growth and Development Jeff Vivacqua. “Their dedication to serving their clients and honoring their trust is an asset to the industry. At Cambridge, we take pride in supporting our independent financial professionals and strive to provide opportunities for them to share different perspectives and collaborate with colleagues and peers.”
About Harford Financial Group
The advisors at Harford Financial Group specialize in retirement income planning in Harford, Cecil and Baltimore counties. Cambridge Investment Research Inc. is the firm’s broker-dealer. A relationship-driven firm with a fully registered, licensed and professionally trained staff, Harford Financial Group is focused on building long-term, trusted connections that span a lifetime. Services include assisting clients with current and future savings, investment allocation, pension income, retirement income planning, Social Security and estate planning. For more information, visit HarfordFinancialGroup.com.
Note: 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 Advisor. Harford Financial Group and Cambridge are not affiliated.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Note: The Cambridge Circle of Excellence award in 2023 is based on personal and/or office production benchmarks established by Cambridge. This award is not based on investment performance or indicative of client experience.