Cambridge Financial Services Group

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Description

  • Cambridge is an independent investment consulting registered with the SEC under the Investment Advisers Act of 1940. Cambridge is a woman owned enterprise independent of any type of investment program or asset manager. Cambridge offers advisory services that are unique to the consultant community, our strength lies in the ability to address funding requirements with effective and efficient investment vehicles that exceed goals of our clients. We assist qualified 401(k), 403(b), 457, pension plans in discharging their fiduciary responsibilities. Cambridge assists endowments, foundations, and corporate entities to construct portfolios that attain their investment goals and volatility constraints. Cambridge assigns senior multi-discipline teams with extensive experience in retirement plan investing, corporate treasury, Human Resources management and the legal community. The result is cost competitive superior consultant service.Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Cadaret, Grant & Co., Inc. and Cambridge Financial Services, Inc. are separate entities.
  • location

    Headquarters:83 Mason Street , Greenwich, Connecticut, United States

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  • Cambridge Financial Services Group phone

    Phone Number: +1 203-869-0033

  • Cambridge Financial Services Group website

    Website: https://www.cambridgegroup.net

  • Cambridge Financial Services Group employees

    Employees:4

  • Cambridge Financial Services Group revenue

    Revenue:$0 - 1M

  • Cambridge Financial Services Group legal name

    Legal Name:Cambridge Financial Services Group

  • Cambridge Financial Services Group's Social Media

    Cambridge Financial Services Group linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

Executive Vice President for Cambridge Financial Services Group

Juli Wilhelm

Executive Vice President

Person level website visitor identification

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View Employees

Juli Wilhelm

Executive Vice President

James Williams

Vice President

Frequently Asked Questions regarding Cambridge Financial Services Group

  • Where are Cambridge Financial Services Group's Headquarters?

    Cambridge Financial Services Group's Headquarters are in 83 Mason Street ,Greenwich,Connecticut,United States

  • What is Cambridge Financial Services Group's phone number?

    Cambridge Financial Services Group's phone number is +1 203-869-0033

  • What is Cambridge Financial Services Group's official website?

    Cambridge Financial Services Group's official website is https://www.cambridgegroup.net

  • What is Cambridge Financial Services Group's Revenue?

    Cambridge Financial Services Group's revenue is $0 - 1M

  • What is Cambridge Financial Services Group's NAICS code?

    Cambridge Financial Services Group's NAICS code is 523930

  • How many employees are working in Cambridge Financial Services Group

    Cambridge Financial Services Group has 4 employees

  • What is Cambridge Financial Services Group's Industry?

    Cambridge Financial Services Group is in the industry of Financial Services

  • Who is Cambridge Financial Services Group's Executive Vice President?

    Cambridge Financial Services Group's Executive Vice President is Juli Wilhelm

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