Strategies | IRIS Financial Services

Thomas D. Foy, Jr. Owner

Strategies

Compassion, integrity, commitment — these are the words that describe how we forge relationships with our clients. We celebrate your successes, while being mindful of the financial and emotional challenges that are part of life. For over 30 years we have been dedicated to offering quality service. We have a customized approach to harness resources focused on delivering solutions to whatever may be your concerns. We take pride in educating our clients so that we can raise your level of awareness to enable you to make intelligent financial decisions.

Thomas D. Foy, Jr. is a registered representative of and offers securities through Cambridge Investment Research, Inc., a broker-dealer member FINRA/ SIPC). Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and IRIS Financial Services are not affiliated.

The registered representatives of IRIS Financial Services may only discuss securities or transact business with persons who are residents of AL, CO, CT, DE, FL, GA, MA, MD, ME, NC, NJ, NY, OH, OK, PA, SC, VA. Advisory services offered to residents of FL and NJ.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

See Cambridge Investment Research, Inc.'s (Cambridge) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Cambridge offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Cambridge's Forms ADV, Part 2A, which describe Cambridge’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Cambridge's broker-dealer services, and other client disclosure documents can be found here.