Contact Info

Cambridge Financial Services
Nelson Lewis
2450 S. Gilbert Rd. Suite 100
Chandler, AZ 85297

Phone: 602-292-2705
Fax: 480-219-8411
Visit our Website

Our Website

Click below to visit our Website

Services

• Business Planning & Benifits
• Business Insurances
• Investments and Retirement Planning
• Estate Planning
• Insurance(Auto, Home, Life, Health, etc)
• Stocks, Bonds, Mutual Funds
• IRA & Roth IRA & Rollovers
• College Savings Plans

Hours of Operation

Monday - Friday: 8:00am to 5:00pm

About Us

Cambridge Financial Services provides clients with a comprehensive financial analysis as well as specific product recommendations in the areas of insurance, investments, pension plans and employee benefits. First we will analyze your current needs, coupled with your goals and objectives. Next, we will assist you in implementing a personalized plan using products and ideas that best suit your individual situation. We offer a complete range of services. Together with your accountant, attorney or other consultants, we'll complete your team of trusted advisors.

Business Planning
Business continuation planning
Pension plan design
Profit sharing plan design
401(k) plans
SIMPLE 401(k) / IRA plans
Business overhead insurance
Buy-sell agreement funding
Disability buy-sell agreement funding
Employee benefit programs
Key employee insurance
Key employee retention/recruiting programs

Executive Planning
Deferred compensation
Split dollar insurance
Executive bonus plans
Corporate owned life insurance
Disability income protection
Welfare benefits trusts

Retirement Planning
Tax Sheltered Annuities - 403(b) plans
Simplified Employee Pensions
Employee Stock Option Plans
Defined benefit plans
Defined contribution plans
Early retirement plan withdrawal options
Keogh plans
Traditional IRAs
Roth IRAs
Pension plan rollovers

Personal Planning
Financial ProfilesTM
Asset allocation
Tax savings strategies
Education IRAs

Estate Planning
Estate analysis
Estate tax solutions
Charitable giving
Family business transfer
Tax exempt trusts
Charitable remainder trusts

Wealth Accumulation - Services offered through HTK, Inc.
Mutual funds
Professional money management
Variable annuities
Fee based planning
Money market funds
Tax free municipal bonds
Stocks and bonds
Wrap fee programs

Personal Insurance
Life insurance
Disability income insurance
Long term care insurance
Health insurance
Auto and home insurance