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Cambridge Wealth Management, LLC

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United States

Founded in

2014 (11 Years)

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Get to know Cambridge Wealth Management, LLC

Cambridge Wealth Management, LLC is an independent, fee-only Registered Investment Adviser (RIA) founded in 2009. The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They specialize in providing comprehensive financial planning, investment management, retirement planning, and wealth management services, focusing on a client-first philosophy and building long-term relationships.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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