Investment Advisor Directory

Investment Advisor: Cambridge Wealth Management

Company: Cambridge Wealth Management
Contact: Giselle Aguiar

5080 N 40th St Suite 455
Phoenix, Arizona, 85018

Phone: (602) 277-0611
Fax: (602) 266-7010



Financial Coach/ Registered Investment Advisory Firm - Certified Financial Planner, Tax And Estate Planning, CPA Financial Services, Life Insurance, Free Financial Seminars, Free Portfolio Review, Financial Advisor, Retirement Planning, IRAs, Long Term Ca

License #: SEC# 801-70034; IARD
Licensed to sell Insurance Products:Yes
Licensed to sell securities:Yes

Financial Advisor Experience: Over 25 Years


Designations: Registered Investment Advisors

Products:
Reits
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Mutual Funds
Alternative Investments
Exchange Traded Funds (etfs)
Socially Responsible Investments (sri)



Minimal Assest: $100,000

License Type: Series 7,Life Insuranc

Insurance Type:

Disclosure: http://www.cambridgewealthmanagement.com/privacy.policy.and.disclosures.html


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