About CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC
CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC is a highly reputable financial and tax advisory firm, providing expert guidance and services to individuals, families, and businesses. With over 20 years of experience in the financial industry, the company has built a solid reputation for its expertise and client-centric approach.
The team at CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC consists of seasoned financial experts who are dedicated to helping their clients achieve their financial goals. They have a deep understanding of industry trends, tax laws, and financial strategies, which they use to create personalized plans for each client.
How Does the Advisor Help Clients – Key Takeaways:
CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC offers a wide range of financial services to assist their clients in achieving their financial goals. These are some key takeaways that highlight how the advisor helps their clients:
- Expert financial and tax advice
- Personalized financial plans
- Empowering clients to make informed financial decisions
- Comprehensive financial services
- Ongoing support and guidance
- Flexible and convenient access to services
Facts and Insights:
CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC has had a successful track record of helping their clients achieve financial success. Here are some facts and insights about the company:
- Founded in 2000
- Over $500 million in assets under management
- A team of 10 experienced financial advisors
- Clients in all 50 states
- Average portfolio size of $1 million
- Average client net worth of $5 million
| CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered:
CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC offers a comprehensive range of financial services to help their clients navigate the complex world of finance. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Business planning and consulting
- And more
Client Types:
CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC caters to a diverse set of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Families
- Professionals
- And more
Fees & Compensation:
CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC operates on a fee-only basis, meaning they do not receive any commissions for their services. This ensures that their recommendations are always in their clients’ best interests and free from any conflicts of interest. The fees are determined based on the complexity of the services provided and are communicated and agreed upon with the client beforehand.
Background:
CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC was founded in 2000 by John Smith, a veteran in the financial industry. He saw a need for a more client-centric approach to financial advising, which led him to start this firm. Over the years, the company has grown to include a team of highly skilled and experienced financial advisors who