Company Overview
- Headquarters
- 505 Corporate Center Dr. Ste. 105, Stockbridge GA
- Website
- cambridgesouthern.com
- Phone
- (770) 506-7377
- Employees
- 7
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 6211 CompaniesSIC Code 62 CompaniesSIC Code 621 Companies
Financials & Stats
Revenue
$5B
Who is Cambridge Southern Financial Advisors
Cambridge Southern Financial Advisors is a wealth management firm located in Stockbridge, Georgia. The company employs 7 people and generates an annual revenue of $5.4 million. Cambridge Wealth Counsel (CWC) provides investment consulting and advanced planning services to financially successful individuals. Their areas of expertise include wealth enhancement, wealth transfer, wealth protection, and charitable gifting. CWC aims to build long-lasting relationships with their clients by understanding their unique needs and offering personalized guidance. CWC differentiates itself by operating as a fee-only firm, adhering to a strict ethical code, and prioritizing the needs of their affluent clientele. They do not accept commissions for their advice, ensuring objectivity and transparency in their recommendations. For inquiries or to learn more about their services, you can visit their website at cambridgesouthern.com.
Cambridge Southern Financial Advisors Industry Tags
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