Cambridge Advisors

Finance · Nebraska, United States · 1-10 Employees

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Overview

Headquarters

17330 Wright St Ste 205, Omaha, Nebraska...

Phone Number

(402) 697-1166

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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ZI Rank
1
1
1
1
1
1

About Cambridge Advisors

Cambridge Advisors Inc. specializes in personalized financial planning, investment management, and retirement planning services tailored to individual client needs. They cater to a diverse clientele, including individuals building wealth, those nearing retirement, retirees, business owners, and not-for-profit organizations. The firm emphasizes a customized approach, ensuring that each client's unique financial situation and goals are thoroughly understood and addressed. Their fiduciary commitment and comprehensive A.I.M. System allow for ongoing monitoring and adjustments to clients' financial strategies as life circumstances change.Explore more
Cambridge Advisors's Social MediaPopular SearchesCambridge ADVISORS IncCambridge AdvisorsBridgman, Michael LJustin AndersonMichael BridgmanSIC Code 62,628NAICS Code 52,523Show more

Cambridge Advisors Org Chart

PhoneEmail
JG
United States flag for contact location.

Manager, Operations

PhoneEmail
RT
United States flag for contact location.

Office Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cambridge Advisors

<$5M
1-10
Private
-
1990
JG
John GoolsbyManager, Operations
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2014
Mark Alcorn, President & Wealth Advisor at Diversified Wealth Management Solutions
Mark AlcornPresident & Wealth Advisor
<$5M
1-10
Private
-
1989
MG
Michael GreenPresident & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cambridge Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cambridge Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cambridge Advisors.

Cambridge Advisors Tech Stack

A closer look at the technologies used by Cambridge Advisors

Top Finance Companies

Frequently Asked Questions Regarding Cambridge Advisors

What is Cambridge Advisors's official website?
Cambridge Advisors's official website is www.cambridgeadvisors.net
What is Cambridge Advisors's Revenue?
Cambridge Advisors's revenue is <$5 Million
What is Cambridge Advisors's SIC code?
Cambridge Advisors's SIC: 62,628
What is Cambridge Advisors's NAICS code?
Cambridge Advisors's NAICS: 52,523
How many employees does Cambridge Advisors have?
Cambridge Advisors has 1-10 employees
What industry does Cambridge Advisors belong to?
Cambridge Advisors is in the industry of: Finance, Securities Trading
What is Cambridge Advisors competition?
Cambridge Advisors top competitors include: Sierra Pacific Financial Advisors, EverGreen Capital Management, Stockade Wealth Management, Core Wealth Management
What technology does Cambridge Advisors use?
Some of the popular technologies that Cambridge Advisors uses are: goo.gl, Cloudflare CDN, YouTube, Microsoft 365
How do I contact Cambridge Advisors?
Cambridge Advisors contact info: Phone number: (402) 697-1166 Website: www.cambridgeadvisors.net
What does Cambridge Advisors do?

Cambridge Advisors Inc. specializes in personalized financial planning, investment management, and retirement planning services tailored to individual client needs. They cater to a diverse clientele, including individuals building wealth, those nearing retirement, retirees, business owners, and not-for-profit organizations. The firm emphasizes a cu... stomized approach, ensuring that each client's unique financial situation and goals are thoroughly understood and addressed. Their fiduciary commitment and comprehensive A.I.M. System allow for ongoing monitoring and adjustments to clients' financial strategies as life circumstances change.Read More

What are Cambridge Advisors social media links?
Cambridge Advisors Linkedin page
Is Cambridge Advisors a public company?
Cambridge Advisors is private company therefore does not currently have an official ticker symbol
See more information about Cambridge Advisors

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