A complete list of active advisors currently associated with Connecticut Cambridge Advisors

Warmer can help you find a great advisor at Connecticut Cambridge Advisors or one who fits your needs even better.

The firm focuses on serving individual clients and provides comprehensive financial planning and tax services, including income tax planning, investment advice, insurance, pensions, retirement and estate planning, along with tax return preparation and audit representation. It says there is no minimum or maximum asset requirement and can tailor engagements to a full program or limited-scope projects. The firm presents itself as a fiduciary and emphasizes a fundamental investment analysis that considers economic conditions, earnings, industry outlook, company management and tax benefits rather than technical analysis or charting. It offers ongoing relationships with periodic reviews and day-to-day consultation and typically contracts under annual retainer arrangements or on a project or hourly basis. Compared with many investment-manager firms, this firm does not use percentage-of-assets-under-management fees and instead relies on retainers, project fees and hourly billing. It also identifies as fee-only, does not sell financial products, and includes services such as tax preparation, audit representation and a simple will under a retainer, features that are less common among peers in its category.

To learn more about the advisors currently working at Connecticut Cambridge Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.