Insights

Specialized Fiduciary Support Cambridge Financial Services Group exhibits a strong focus on assisting qualified retirement plans and institutional clients with fiduciary responsibilities, presenting an opportunity to offer tailored fiduciary risk management solutions and compliance support.

Independent, Woman-Owned Niche As an independent, woman-owned enterprise with a customized service approach, the company may be receptive to strategic partnerships or certifications that emphasize diversity and independence to enhance their market positioning.

Mid-Range Revenue With annual revenues between 1 million and 10 million dollars and a lean staffing model, Cambridge may seek cost-effective technology platforms, industry tools, and service vendors to expand their operational efficiency and client offerings.

Client-Centric Advisory Their emphasis on tailored investment vehicles and multi-disciplinary teams provides an entry point for solutions that improve portfolio analytics, client reporting, and investment optimization technologies.

Growth Alignment Targeting endowments, foundations, and corporate clients suggests opportunities in institutional investment management, ESG integration, and compliance solutions that align with Cambridge’s strategic client sectors.

Cambridge Financial Services Group Tech Stack

Media & News

Cambridge Financial Services Group's Email Address Formats

Cambridge Financial Services Group uses at least 1 format(s):
Cambridge Financial Services Group Email FormatsExamplePercentage
First@cambridgegroup.netJohn@cambridgegroup.net
30%
FL@cambridgegroup.netJD@cambridgegroup.net
20%
First@cambridgegroup.netJohn@cambridgegroup.net
30%
FL@cambridgegroup.netJD@cambridgegroup.net
20%

Frequently Asked Questions

What is Cambridge Financial Services Group's phone number?

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You can contact Cambridge Financial Services Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cambridge Financial Services Group's official website and social media links?

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Cambridge Financial Services Group's official website is cambridgegroup.net and has social profiles on LinkedIn.

What is Cambridge Financial Services Group's SIC code NAICS code?

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Cambridge Financial Services Group's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Cambridge Financial Services Group have currently?

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As of December 2025, Cambridge Financial Services Group has approximately 1 employees across 1 continents, including North America. Key team members include Owner: M. T.Partner: S. T.Corporate Benefits: P. D.. Explore Cambridge Financial Services Group's employee directory with LeadIQ.

What industry does Cambridge Financial Services Group belong to?

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Cambridge Financial Services Group operates in the Financial Services industry.

What is Cambridge Financial Services Group's email format?

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Cambridge Financial Services Group's email format typically follows the pattern of First@cambridgegroup.net. Find more Cambridge Financial Services Group email formats with LeadIQ.

Cambridge Financial Services Group

Financial ServicesConnecticut, United States0-1 Employees

Cambridge is an independent investment consulting registered with the SEC under the Investment Advisers Act of 1940. Cambridge is a woman owned enterprise independent of any type of investment program or asset manager. Cambridge offers advisory services that are unique to the consultant community, our strength lies in the ability to address funding requirements with effective and efficient investment vehicles that exceed goals of our clients. We assist qualified 401(k), 403(b), 457, pension plans in discharging their fiduciary responsibilities. Cambridge assists endowments, foundations, and corporate entities to construct portfolios that attain their investment goals and volatility constraints. Cambridge assigns senior multi-discipline teams with extensive experience in retirement plan investing, corporate treasury, Human Resources management and the legal community. The result is cost competitive superior consultant service. Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Cadaret, Grant & Co., Inc. and Cambridge Financial Services, Inc. are separate entities.

Section iconCompany Overview

Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Employees
0-1

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Cambridge Financial Services Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Cambridge Financial Services Group's revenue is estimated to be in the range of $1M$10M

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