3 Best Financial Services in Cambridge

“Independent Financial Strategies owned by Ken Short. The team at Independent Financial Strategies takes the time to help you understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and they're here to help you do that. They know they must do right by their clients the first time, and they strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. And they'll work hard to earn your trust. They carefully consider your needs, goals, and dreams to implement a well-constructed financial strategy so you can have peace of mind regarding your hard-earned money and financial future. Don't hesitate to contact them for assistance with any financial questions.”

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“Davlyn Financial Services Inc. president and co-founder David Reeve. Davlyn Financial's team is committed to building relationships with their clients. It's all about helping clients achieve their goals and dreams through customized financial planning tailored to their needs. With the help of a financial plan, they can create superior asset allocations and portfolios geared to meet your specific financial needs. They're committed to educating and empowering their clients, whether young professionals, business owners, or retirees. They take the time to understand your unique needs and concerns and tailor their approach to provide you with the knowledge and support you need to make informed financial decisions. With their guidance, you can feel confident in making wise financial decisions and achieving the life you've always wanted. They aim to help you achieve your financial dreams by providing ethical and transparent financial advice that is always in your best interests.”

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“Arete Financial Inc. financial planner Jason Perri brings extensive knowledge to provide his clients with dependable financial solutions. Since 2002, he has been in the financial advisory industry, earning his designations for CFP and CLU, so you know you're in good hands. At Arete Financial Inc., the team understands the importance of family and provides the best expertise and resources to meet your financial needs. They don't look at you as a number but as part of the Arete family. They are committed to offering only the best options for your financial future. Their dedicated advisors provide a warm and friendly atmosphere where you can feel secure knowing an experienced financial partner is there to support you every step of the way. Your financial situation matters to them; your success is their success.”

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