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Registering/Signing up for Investment Counseling

The Montgomery County Employee Retirement Plans (MCERP) provides one and two hour retirement and financial planning sessions through Cambridge Investment Research to assist employees. Cambridge Investment Research is a financial planning firm providing confidential, professional and independent education services. One hour sessions are designed to respond specifically to questions related to financial planning and investments.

Participants must be in the Retirement Savings Plan (RSP) to register. Please visit the website by clicking on the link below to register online, or call Paul Taber at Cambridge Investment Research directly at 410.557.7300. This is also available to Montgomery County DCP participants with a Fidelity Account.

Find more information from the following link(s):
To speak with a Customer Service Representative, please call 311 during business hours.

Last Updated: 02/25/2020 07:35:38