Reviews of Cambridge Financial Advisers (Financial Consultant)

Andrew Beech

If you like getting SPAM messaging and talked down to like you don't know how to manage your money, then the tool sheds over at Cambridge are a great option. I got several messages from Jason Jeffs, after unsubscribing several times, all informing me that "the financial climate of today's world can be confusing and intimidating" and that Jason would be able to solve my problems. Honestly, I have no idea how these guys are in business, but it's pretty obvious that they are scrambling to find new business. Good Luck, Jason and friends!

Treion Muller

Loved working with my Cambridge representative. He provided great personalized solutions and objective advice! I totally trust them and would recommend them to anyone interested.

Heather Larsen

Darcy was fantastic to work with! My husband and I will continue to use Cambridge for all our financial and future insurance needs. Quick responses, our questions were answered thoroughly - highly recommend!

Kelissa Peterson

I was a little intimidated to start a life insurance policy but our experienced adviser walked us through the process and helped me feel confident in every decision. He listened to our concerns and answered all of our questions thoroughly. I felt like our adviser was honest and caring. I’d definitely recommend him to a friend!

Andrew Beech

If you like getting SPAM messaging and talked down to like you don't know how to manage your money, then the tool sheds over at Cambridge are a great option. I got several messages from Jason Jeffs, after unsubscribing several times, all informing me that "the financial climate of today's world can be confusing and intimidating" and that Jason would be able to solve my problems. Honestly, I have no idea how these guys are in business, but it's pretty obvious that they are scrambling to find new business. Good Luck, Jason and friends!

Treion Muller

Loved working with my Cambridge representative. He provided great personalized solutions and objective advice! I totally trust them and would recommend them to anyone interested.

Edward Wallis

I would say that Cambridge Financial is a very ethical group of advisors with a well rounded approach to financial services, including life insurance, traditional investments, and alternative investments. This is one place that will set up your life insurance the way that benefits you the best. You might not care about that until you find out that your universal life policy was designed to cut a fat check to your 2nd cousins husband, and will eventually run out of funds, costing you thousands to keep it in force. Cambridge has also implemented a wealth management platform that gets all of your different investments and insurances in one map that looks similar to a digital game board. You and your advisor can go over your wealth strategy in a very visual way, which helped me to see the logical next move for my financial success, without my advisor needing to preach me a sermon. Honestly, these guys do a good job. Give them a shot if you're serious about getting your financial life in order.

Edward Wallis

I would say that Cambridge Financial is a very ethical group of advisors with a well rounded approach to financial services, including life insurance, traditional investments, and alternative investments. This is one place that will set up your life insurance the way that benefits you the best. You might not care about that until you find out that your universal life policy was designed to cut a fat check to your 2nd cousins husband, and will eventually run out of funds, costing you thousands to keep it in force. Cambridge has also implemented a wealth management platform that gets all of your different investments and insurances in one map that looks similar to a digital game board. You and your advisor can go over your wealth strategy in a very visual way, which helped me to see the logical next move for my financial success, without my advisor needing to preach me a sermon. Honestly, these guys do a good job. Give them a shot if you're serious about getting your financial life in order.

Wyatt Milne

A truly professional organization which places its primary focus on you, the consumer. In a world where financial employees constantly wavier their priorities on a moments notice, Cambridge acts as the difference maker by placing the client first. I would recommend anyone looking for financial help or expertise to Cambridge, no question.

Karen Priest

Very professional place with a very personal feel. It's hard to share and open financial books to someone else. I was glad I stepped outside of my comfort zone as Cambridge added insight and awareness of which was very beneficial to me personally. I ended up bringing in all of my children to learn more about their own finances and to have a "go-to-place" for questions as they experience life events and prepare for their future. Cambridge helped with a Business Evaluation on my fathers business which boosted his portfolio. This evaluation turned out to be very insightful as he contemplates retirement and selling.

Em L

After our daughter was born we knew we needed to get serious about planniing for her future and for ours. My husband and I spoke with an agent in great detail about what our financial goals were. He reviewed our current financial situation and recommended plans specifically for us. We had tons of questions and he was able to give us very honest and knowledgeable answers. I consulted a knowledgeable family member regarding the advice we were given and he said it was spot on. Most of all I liked that we never felt rushed or pushed into anything. After we decided on what we wanted to do the process was so easy.

peter lall

My agent took the time to explain everything I needed to understand about what options we had and offered advice based on our particular situation. We also conducted everything over the phone because we aren't in the same state so I'm glad that this service can be offered anywhere in the US. I'm very happy with our experience and believe that we made the right decision for our family's future with the right guidance. Thank you so much.

Jason Zippro

We worked with Cambridge and it was great. We really like their approach to thinking about finances. We ended up getting Life Insurance through them and we look forward to the next steps in the process over the next several years.

Monica Johansen

I love knowing that I am set up financially for the rest of my life. I don’t have to worry about what will happen in retirement, or what kind of legacy I will be able to leave my children.