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Cambridge Financial AND TAX Advisors, LLC

Headquartered in COLUMBUS, OH

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Firm Information

Cambridge Financial AND TAX Advisors, LLC is an investment advisor registered with the state of Ohio. They provide financial planning and portfolio management for individuals. They have a total of 50 individual clients. The firm's website addresses are HTTP://WWW.CAMBRIDGECOLUMBUS.COM and HTTP://WWW.CAMBRIDGECOLS.COM.

Cambridge Financial AND TAX Advisors, LLC

Not reported

Assets Under Management

50

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Combination of flat fees and percentage of income

Branch Locations (1)

CAMBRIDGE FINANCIAL AND TAX ADVISORS, LLC has a total of 1 branch locations across the country.
location

COLUMBUS, OH

Advisors at Cambridge Financial AND TAX Advisors, LLC

View All 1 Advisors
Unclaimed
Joseph Harold Baumann

CFP®, RA

COLUMBUS, OH

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Disclosures

There are no public disclosures for Cambridge Financial AND TAX Advisors, LLC.

Frequently Asked Questions (7)

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