Cambridge Financial Services

The best planning requires objective recommendations combined with a comprehensive knowledge of products, tools, and techniques. Cambridge Financial Services is committed to helping small business owners, professionals and individuals navigate the economic challenges and opportunities that vex so many, with a pledge to be there when it matters most. OUR COMMITMENT The best planning requires objective recommendations combined with a comprehensive knowledge of products, tools, and techniques. Cambridge Financial Services is committed to helping small business owners, professionals and individuals navigate the economic challenges and opportunities that vex so many, with a pledge to be there when it matters most. To do this, we believe that understanding the client is crucial to successful financial counseling. That is why we begin each initiative with a thorough analysis of your goals, concerns, and objectives, as well as your current circumstances. This analysis allows us to discover any imbalances and with access to an array of institutional investment managers*, insurance companies, and, where appropriate, qualified attorneys and CPAs we are able to design appropriate custom-tailored strategies to help you achieve the financial peace of mind that alludes so many.