Fiduciary

Cambridge Advisors Inc

Omaha, Nebraska

Call (402) 697-1166 Visit website →

About

Cambridge Advisors is a fee-only fiduciary firm in Omaha that provides financial planning and investment management services. The firm uses a process called the Personalized A.I.M. System to assess each client's circumstances and develop customized strategies, with the flexibility to adjust as situations change. The team deliberately limits client relationships per advisor to ensure availability and personalized attention, and brings combined experience of over 80 years to their work.

Fee structure

Fee-Only

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No

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