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Cambridge Financial Associates
Rick Fentin, CFP®, Ed.M
Registerd Investment Advisor
781-648-0486
rfentin@cambfinan.com
Welcome to Cambridge Financial Associates


Cambridge Financial Associates is an independent Registered Investment Adviser in Massachusetts, Vermont and New Hampshire.  We offer a full range of financial services to individuals and families.  If you feel you need help with investments, insurance, tax planning, retirement planning or overall comprehensive planning, please give us a call and come in for a complimentary consultation. 

We focus on helping you with what you need.  Whether it’s a major concern, a simple question or a second opinion, our focus is on serving you.

Latest Video Client Alert
Newsletters
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    The Tax Cuts and Jobs Act, signed into law in December 2017, doubled the federal generation-skipping transfer (GST) tax exemption to $11.18 million
    
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 IMPORTANT DISCLOSURES

Cambridge Financial Associates is a Registered Investment Adviser and also provides fixed insurance services. It does not provide specific tax, or legal advice.  Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.





This communication is strictly intended for individuals residing in the state(s) of MA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.