Cambridge Financial Services

Overview

Cambridge Financial Services operates as a limited liability partnership focused on providing financial advisory services primarily to individuals and families. The firm engages in portfolio management tailored for small businesses and individuals, along with offering educational seminars and workshops. While the firm does not classify itself as an active ESG investor, it maintains a fee structure based on a percentage of assets under management. Cambridge Financial Services also functions as a broker-dealer, which allows it to offer a wider range of financial products and services to its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices