Cambridge Financial Services Group Employee Directory

Financial ServicesConnecticut, United States0-1 Employees

Cambridge Financial Services Group is an independent investment consulting firm based in Greenwich, Connecticut, and is registered with the SEC under the Investment Advisers Act of 1940. It is woman-owned and operates independently of any particular investment program or asset manager, providing advisory services to retirement plans and other institutional clients. The firm supports qualified 401(k), 403(b), and 457 plans as well as pension plans in fulfilling fiduciary duties and in constructing portfolios that align with investment goals and volatility constraints. Its client base includes endowments, foundations, and corporate entities seeking portfolios designed to meet specific investment objectives.

Cambridge assigns senior, multi-disciplinary teams with extensive experience across retirement plan investing, corporate treasury, human resources management, and the legal community to deliver tailored guidance. Securities for client accounts are offered through Cadaret, Grant & Co., Inc., a FINRA/SIPC member, and Cambridge Financial Services, Inc. is a separate entity from Cadaret, Grant & Co., Inc.

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