Profile picture of Cambridge Financial Center

Cambridge Financial Center

Salt Lake City, UT
2 staff members
4 14 Reviews
Company Profile

Cambridge Financial Center is a full-service business consulting and strategic planning organization. Our network of professionals includes account managers, registered representatives of HTK, attorneys, actuaries and a full-service broker/dealer. Cambridge organization specializes in Portfolio Management, Retirement Planning, Retirement Distribution Modeling, Estate Planning, and Business Succession Strategies to assist individuals and businesses in achieving their lifetime objectives. We help clients to understand and manage risk, maximize benefit programs, minimize taxes and enhance net worth. Mission: We build strong, lasting relationships with our clients, delivering clear financial solutions to meet your changing needs and circumstances through all life's changes.

Company size

201 to 500

Type

Subsidiary or Business Segment

Revenue

Unknown / Non-Applicable

Industry

Investment Banking & Asset Management

Competitors

Unknown

Founded

1999

Staff Members
avatar
CEO
0.0
Worked since Monday, Jul 08 2024
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