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Boyer and Sappenfield Investment Advisors jobs and careers

United States

About Boyer and Sappenfield Investment Advisors

Organized in 1983 with a single office in Oakland, Illinois, Boyer and Sappenfield Investment Advisors has expanded to become a multi-office firm serving clients throughout multiple states. With offices located in Arcola and Villa Grove Illinois, we serve a host of clients ranging from individuals starting out, individuals and couples in retirement, small business owners and everyone in between. Our professionals and support staff are able to provide specialized services to all our clientele. We take pride in having helped our clients and communities prosper since 1983 and looking forward to our future of providing these services. Our clients deserve timely and quality service. Client work is handled by staff members able to deliver quality service at a reasonable cost. Client matters are given individual attention which is tailored to fit their particular needs. We see ourselves as Family Wealth Coaches and believe that our approach to client services allows us to fulfill a wide variety of client needs along their specific journey. 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. Boyer and Sappenfield Investment Advisors and Cambridge are not affiliated. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites. Cambridge Investment Research, Inc.. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered. FINRA (www.finra.org) SIPC (www.sipc.org)

Founded in 1983 by Lisa Sappenfield Boyer.

Founded
1983
Employees
1 to 10
Headquarters
United States

Leadership

The top of Boyer and Sappenfield Investment Advisors's org chart, with how many people report into each leader.

LBPhoto of Lisa Boyer

Lisa Boyer

Owner

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