Connecticut Cambridge Advisors
My firm is a "fee only" financial planning, investment counseling and personal tax firm. "Fee Only" refers to the fact that we do not sell any insurance or investment products. We do not receive or pay commissions or referral fees. Our only compensation comes from what our clients pay us directly. This allows us to be objective and to offer the best possible advice for a client's situation. There is no conflict of interest or hidden sales agenda. We integrate goal setting, portfolio analysis, tax planning, estate planning, insurance review, asset allocation strategy, and retirement planning into one plan designed specifically for you.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.