Broker Check

The Cambridge Difference

Comprehensive Wealth Management Strategies

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.

Let's Talk

Our Services

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.

Investment Management

Investment Management

Create an investment strategy that's right for you.

Learn More
Financial Planning

Financial Planning

Steps to consider to pursue the retirement you want.

Learn More
Small Business

Small Business

Manage your affairs during your lifetime and beyond.

Learn More
Insurance

Insurance

We look forward to helping you and your loved ones explore their financial goals.

Learn More

Schedule a Complimentary Appointment

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.

Contact Us

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Surprise! You’ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
Learn More
Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
Learn More
18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Learn More

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Meet Our Team

Jason Rucker, CFP®*

Senior Wealth Advisor & Founding Partner

jrucker@htk.com

J. Brandon Clarke, MSFP®, ChFC®

Senior Wealth Advisor, Director of Planning Services & Partner

bclarke@htk.com

Nelson Lewis*

Financial Professional

nlewis@htk.com

Have a Question?

Thank you!
Oops!