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Our Story

At C.T. Beach and Company, Inc., our goal is to help you achieve financial independence by implementing a wide variety of objective financial solutions for your insurance, investment, and retirement planning needs. As a trusted independent firm free from any insurance or investment company affiliation, we are truly objective in the advice we give and the products we recommend.

Client Resources

We understand that today, more than ever, there is an overwhelming amount of financial information available. We are committed to keeping our clients informed and up-to-date on relevant financial developments because we believe your interests are best served when you are educated on key financial issues.

Contact Us

At C.T. Beach and Company, Inc., our goal is to help you achieve financial independence by implementing a wide variety of objective financial solutions for your insurance, investment, and retirement planning needs. As a trusted independent firm free from any insurance or investment company affiliation, we are truly objective in the advice we give and the products we recommend.

Protect

Understanding the various insurance policies and finding the most suitable policy for you is one of the most important services we provide. Our specialty boutique firm helps determine the solutions to address a wide range of your financial needs and protect what matters most to you. read more

Grow

There are a wide range of investment options available and your portfolio value will vary depending on the performance of the investments you choose. We work closely and help guide you as you plan for long-term investments to meet retirement and other long-range goals. read more

Transfer

While your income may be primarily generated from various sources, you intend on designating and preserving assets for your heirs. We want to help provide security for you and your family – today and tomorrow. Our goal is to help navigate your future and make the most of your success. Wealth, pass it on! read more

Check the background of investment professionals on FINRA's BrokerCheck.

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. CT Beach & Company and Cambridge are not affiliated. Cambridge does not offer tax advice.

This communication is strictly intended for individuals residing in the states of KY and OH. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein,, C.T. Beach & Company makes no representation as to the completeness or accuracy of information provided at these sites. 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, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

C.T. Beach & Company