Cambridge Financial Group

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

6700 N Oracle Rd Ste 324, Tucson, Arizon...

Phone Number

(520) 531-0550

Revenue

$15 Million

Industry

Finance Securities Trading Lending & Brokerage

About Cambridge Financial Group

Cambridge Financial Group, LLC is a fiduciary financial planning firm based in Tucson, Arizona, dedicated to providing comprehensive wealth planning services rooted in care for clients. They specialize in a life-centered approach to financial planning, offering services such as retirement planning, tax preparation, estate planning, and investment management. Their target clients include individuals and families seeking a long-term relationship with a financial advisor who prioritizes their values and financial goals. The firm emphasizes personalized service and holistic financial strategies to ensure clients' money aligns with their life aspirations.Explore more
Cambridge Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Cambridge Financial Group Org Chart

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Vice President - Assistant Portfolio Manager

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Senior Advisor & Partner

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Managing Partner and Senior Financial Planner

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Financial Planner

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Certified Financial Planner

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Compare Similar Companies to Cambridge Financial Group

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cambridge Financial Group

$15M
11-50
Private
-
2001
BB
Bradley BauerVice President - Assistant Portfolio Manager
<$5M
1-10
Private
-
2002
Mark Kinney, Chief Executive Officer, Moore Financial Strategies at Moore Financial Strategies
Mark KinneyCEO, Moore Financial Strategies
<$5M
1-10
Private
-
2003
BS
Bobby SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
1997
CM
Christine MacInnisPrivate Client Group Manager
Illustration of an envelope

Cambridge Financial Group Tech Stack

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Frequently Asked Questions Regarding Cambridge Financial Group

What is Cambridge Financial Group's official website?
Cambridge Financial Group's official website is www.cambridgefinancialgroup.com
What is Cambridge Financial Group's Revenue?
Cambridge Financial Group's revenue is $15 Million
What is Cambridge Financial Group's SIC code?
Cambridge Financial Group's SIC: 62,628
What is Cambridge Financial Group's NAICS code?
Cambridge Financial Group's NAICS: 52,523
How many employees does Cambridge Financial Group have?
Cambridge Financial Group has 11-50 employees
What industry does Cambridge Financial Group belong to?
Cambridge Financial Group is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Cambridge Financial Group competition?
Cambridge Financial Group top competitors include: Sopher Financial Group, Moore Financial Strategies, Flagship Wealth Advisors
What technology does Cambridge Financial Group use?
Some of the popular technologies that Cambridge Financial Group uses are: Google Universal Analytics, Google Font API, Amazon Web Hosting, Amazon Route 53
How do I contact Cambridge Financial Group?
Cambridge Financial Group contact info: Phone number: (520) 531-0550 Website: www.cambridgefinancialgroup.com
What does Cambridge Financial Group do?

Cambridge Financial Group, LLC is a fiduciary financial planning firm based in Tucson, Arizona, dedicated to providing comprehensive wealth planning services rooted in care for clients. They specialize in a life-centered approach to financial planning, offering services such as retirement planning, tax preparation, estate planning, and investment m... anagement. Their target clients include individuals and families seeking a long-term relationship with a financial advisor who prioritizes their values and financial goals. The firm emphasizes personalized service and holistic financial strategies to ensure clients' money aligns with their life aspirations.Read More

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

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