Cambridge Financial Services
Your choice for Financial Services
Tailored Wealth Management
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
Let's talk about your investment strategies.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Cambridge Financial Services is a firm dedicated to assisting individuals and small businesses achieve their financial goals. I established CFS in 1998 with the goal of building life-long relationships. I accomplished this by helping my clients in the following core planning areas: Investments, Education Planning, Retirement Planning, Debt Management, Estate Planning, Insurance and Household budgeting. These core planning areas are the foundation in which I can build a sound investment portfolio that will evolve as your life changes. This can only be accomplished through your earned trust and my proper guidance.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.