Eaton-cambridge
Likely to Engage tag.Highly Engaged Employees

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

5090 N 40th St Ste 205, Phoenix, Arizona...

Phone Number

(480) 385-7399

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Jun
ZI Rank
1
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About Eaton-cambridge

Eaton-Cambridge Inc specializes in tailored wealth management and tax strategy services, providing financial guidance to individuals and families. They focus on understanding clients' unique goals and wishes to optimize their assets and minimize tax liabilities. The firm serves approximately 300 families, primarily retirees, business owners, and professionals preparing for retirement, with portfolios ranging from $500,000 to over $30 million. Their commitment to fiduciary responsibility ensures that they act in the best interests of their clients, offering comprehensive financial advice and support.Explore more
Eaton-cambridge's Social MediaPopular SearchesEaton-Cambridge IncEaton Cambridge IncEaton - CambridgeEaton - Cambridge IncCambridge Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Eaton-cambridge Org Chart

MG
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Chief Executive Officer. Managing Partner

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KT
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Client Service Manager

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SS
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Executive Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Eaton-cambridge

<$5M
1-10
Private
-
1998
MG
Marc GiannoneCEO. Managing Partner
$9.8M
11-50
Private
-
2013
LG
Lisa GeiserDirector, Client Engagement & Senior Relationship Manager
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
1990
<$5M
1-10
Private
-
2004
JG
Joel GreenbergFounder & Principal
<$5M
1-10
Private
-
2007
MG
Mary GassmannOffice Manager, Tax
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Eaton-cambridge is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Eaton-cambridge Tech Stack

A closer look at the technologies used by Eaton-cambridge

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Frequently Asked Questions Regarding Eaton-cambridge

What is Eaton-cambridge's official website?
Eaton-cambridge's official website is www.eatoncambridge.com
What is Eaton-cambridge's Revenue?
Eaton-cambridge's revenue is <$5 Million
What is Eaton-cambridge's SIC code?
Eaton-cambridge's SIC: 62,628
What is Eaton-cambridge's NAICS code?
Eaton-cambridge's NAICS: 52,523
How many employees does Eaton-cambridge have?
Eaton-cambridge has 1-10 employees
What industry does Eaton-cambridge belong to?
Eaton-cambridge is in the industry of: Finance, Securities Trading
What is Eaton-cambridge competition?
Eaton-cambridge top competitors include: Fountainhead Wealth, Court Place Advisors, Wealth Advisory Services, Summit Group Retirement Planners
What technology does Eaton-cambridge use?
Some of the popular technologies that Eaton-cambridge uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Eaton-cambridge?
Eaton-cambridge contact info: Phone number: (480) 385-7399 Website: www.eatoncambridge.com
What does Eaton-cambridge do?

Eaton-Cambridge Inc specializes in tailored wealth management and tax strategy services, providing financial guidance to individuals and families. They focus on understanding clients' unique goals and wishes to optimize their assets and minimize tax liabilities. The firm serves approximately 300 families, primarily retirees, business owners, and pr... ofessionals preparing for retirement, with portfolios ranging from $500,000 to over $30 million. Their commitment to fiduciary responsibility ensures that they act in the best interests of their clients, offering comprehensive financial advice and support.Read More

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

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