Cambridge Connection offers a variety of retainers catering to clients from Middle America to Wealth Management.

Cambridge Financial Review

Whether you are considering becoming a full retainer client or are just looking for an overview of your financial situation, the Cambridge Financial Review, or CFR, is an excellent starting point. Learn More >>

For more information or to schedule an appointment call 

(800) 224-1040 ext. 103
or email karin@cambridgeconnection.biz

ADV Firm Brochure Part 2 A-B (PDF)

Client Portal Reference Card (PDF)

Client Portal

Existing clients, access your account here:

Our Services

Business Planning
Wealth Management
Investment Strategies
Retirement Analysis
Estate Planning
Review Insurance
Goal Setting
Asset Allocation

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