About CAMBRIDGE FINANCIAL SERVICES, LLC
CAMBRIDGE FINANCIAL SERVICES, LLC is a premier financial advisory firm that provides expert guidance in managing your finances. With a team of highly qualified and experienced financial experts, CAMBRIDGE FINANCIAL SERVICES, LLC helps clients navigate through the complex world of finance to achieve their financial goals.
Facts and Insights
CAMBRIDGE FINANCIAL SERVICES, LLC is a leading financial services company that has been in business for over 20 years. Founded in 2000, the company has built a reputation for its commitment to providing exceptional financial advice and services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
How does the advisor help clients – Key Takeaways:
- Provides expert guidance in managing finances
- Based on over 20 years of experience in the financial industry
- Empowers clients with comprehensive financial advice and services
- Helps clients achieve their financial goals
Financial Services Offered
CAMBRIDGE FINANCIAL SERVICES, LLC offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, and estate planning. The company takes a holistic approach, considering all aspects of a client’s financial situation, to create a personalized and comprehensive financial plan that meets their specific needs and goals.
Client Types
CAMBRIDGE FINANCIAL SERVICES, LLC caters to a diverse clientele, including high-net-worth individuals, business owners, and families. The company understands that each client has unique financial needs and offers tailored solutions to meet them.
Fees & Compensation
CAMBRIDGE FINANCIAL SERVICES, LLC is a fee-only firm, which means it only charges fees for its services and does not receive any commissions or compensation from third parties. This ensures that the company’s interests are aligned with its clients’ and eliminates any potential conflicts of interest.
Background
The team at CAMBRIDGE FINANCIAL SERVICES, LLC is made up of highly qualified and experienced financial professionals who are committed to providing the best services to their clients. With a deep understanding of the financial industry and a personalized approach to financial planning, the team is dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
CAMBRIDGE FINANCIAL SERVICES, LLC adheres to strict compliance and regulatory standards set by the Securities and Exchange Commission (SEC). The company discloses all necessary information to its clients, including any potential conflicts of interest, fees, and disciplinary disclosures.