Cambridge Advisors Inc. is a fee-only investment management firm that was established to help our clients meet their financial goals through sound investment principles. Our client centered approach means that each client will have a unique portfolio designed specifically for their needs and preferences.Out of respect for our clients we are committed to full disclosure, clear reporting, easy access to our portfolio managers, strict confidentiality, and professional education.
General Information |
| Name of Custodial Firm: | Schwab Institutional, Ameritrade Institutional, Vanguard |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Money Management, Financial Planning for Individuals, 401K Rollovers |
Services |
| Can meet clients in the following ways: | Your Office, Via Email, Via Phone, Your Home |
Firm Information |
| Assets Managed by Advisor: | $500000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets |
Education |
| BS | University of Nebraska at Omaha
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