CFSC 2018 Annual Report — Open Trail Financial Consultants

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Home

About

Meet the Team

Our Partners

Giving Back

FAQs

Client Experience

The Road Map

Client Logins + Resources

News + Notes

Contact

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OTFC Michael Calvelli Spotlight in CFSC 2018 v9.13.19 - Final Inside.png

www.sonomacf.org

News + Notes

Call / Text / Fax (707)545-6161

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to the residents of: AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, IA, KS, LA, MA, MD, ME, MI, MO, MN, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY.

https://www.joincambridge.com/investors/cambridge-disclosures/form-crs/

BROKERCHECK:

View Open Trail Financial Consultants team background as investment professional’s on FINRA’s BrokerCheck.

Cambridge and Open Trail Financial Consultants are not affiliated.

PLEASE NOTE (Regarding Hyperlinks): The information being provided is strictly as a courtesy. When you access any of the 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 at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising of your access to or your use of third-party technologies, websites, information, and programs made available through this website.