FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About Eaton-Cambridge Inc.
Eaton-Cambridge Inc. is a reputable financial advisory firm that prioritizes clients' financial well-being. With a focus on tax optimization, retirement planning, and wealth management, they tailor their services to individual needs. Their approach involves in-depth consultations to understand clients' financial goals, ensuring a perfect match between expertise and objectives.
Eaton-Cambridge's comprehensive process includes thorough analysis, strategic investment management, and risk mitigation. They emphasize prudent tax planning, leveraging decades of experience to minimize tax burdens effectively.
Furthermore, the firm encourages philanthropy as a means of saving on taxes while making a positive impact. In addition, their estate planning expertise addresses critical questions about asset distribution, healthcare decisions, and guardianship.
With a philosophy grounded in market efficiency and diversified asset allocation, Eaton-Cambridge aims to secure clients' financial futures. Clients appreciate their personalized approach and commitment to helping them achieve their dreams and long-term financial security.
Pricing options
Regulatory filings
Areas of specialty
- Retirement Income Planning
- Taxes
- Philanthropy
- Risk Management
- Estate Planning
- Investment Management
- Tax Reduction Strategies
- Comprehensive Financial Planning
More about Eaton-Cambridge Inc.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 116798 | 4 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Eaton-Cambridge Inc..
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Eaton-Cambridge Inc..