Cambridge Financial Services is a financial consulting and strategic planning firm, specializing in comprehensive financial planning. With seasoned certified planners on staff and consultants, we offer our clients independent, objective advice, not a sales pitch or cookie cutter plans.
We are Cambridge Financial, an independent financial firm in Chandler, AZ. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to services we offer. Instead, we offer you the high quality education on the choices available to you. We focus on building you the right strategy and meeting your risk tolerance and time horizon.
Create an investment strategy that's right for you.
Steps to consider to pursue the retirement you want.
Manage your affairs during your lifetime and beyond.
We look forward to helping you and your loved ones explore their financial goals.
Located in Chandler, Arizona, Cambridge Financial Services provides comprehensive financial planning and wealth management services to professionals, families, and small businesses throughout the United States. Feel free to reach out with any questions.
Curated articles, videos, and more for a financially savvier you.
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
Jason Rucker, CFP®*
Senior Wealth Advisor & Founding Partner
CFP®, ChFC®, MBA, CLU®, REBC®, RHU®, RICP®, CAP®, CASL®
J. Brandon Clarke, MSFP®, ChFC®
Senior Wealth Advisor, Director of Planning Services & Partner
Director of Operations
Fred V. Clare, MBA*