What We Do
Independent 401(k) & Pension Plans Services
Cambridge is one of the last completely independent consultants for 401(k) and pension plans. We have no proprietary products. As a result, you have the security of knowing that our only interest is in serving your company's needs.
Low-cost Employee Benefits Solutions
Employee benefits costs are a significant business concern and are usually the largest component of payroll added costs, as well as a factor on the profit & loss statement. Our Employee Benefits, 401(k), and fiduciary liability protection programs are customized to meet your business philosophy, benefits objectives, and Human Resources mission, roles and responsibilities.
Cambridge Employee Benefits & Investment Advisor will provide your company with the highest quality employee benefits available in the marketplace while reducing and controlling your costs.
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Your Asset Management Advisors
Cambridge Financial Services Group is your single source solution to your employee benefit challenges. We offer a wide range of services including health insurance, pension plans and human resources. We are an experienced institutional investment advisor able to help both businesses and non-profit groups. We have even developed a proprietary software system, the Cambridge Asset Manager Monitor Analysis©, that allows us to evaluate the performance of asset managers. This gives us an incredible advantage when acting as asset management advisors. Cambridge associates with a broad range of health and life insurance programs. We can assist you in developing insurance offerings that include a health care Flexible Spending Account (FSA), Health Reimbursement Account (HRA), and a Health Savings Account (HSA). We can also provide you with group term life insurance programs, 401(k) investments, and other services. Cambridge has a great deal to offer your company.
Also, Cambridge associates with a number of organizations to bring you the most up-to-date and reliable information: including RogersCasey Investworks, Morningstar Ibbotson, FINRA/SIPC, and the Profit Sharing Council of America.
Remember, Cambridge associates with no proprietary products. We are completely independent. So, please read through our informative online articles to learn more about our services and how Cambridge can help your company and employees.
Disclaimer: Cambridge Financial Services, Inc. is an Institutional Investment Consultant & an SEC Registered Investment Advisor (RIA) for 401(k), 403(b), Pension Plans, Endowments, Foundations, Municipalities, and Corporate Assets. Securities offered through Registered Representatives of Cadaret, Grant, & Co., Inc., member FINRA/SIPC. Cambridge Financial Services Group and Cadaret, Grant, & Co. are separate entities.
