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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.

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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.

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Financial Planning

Financial Planning

Steps to consider to pursue the retirement you want.

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Small Business

Small Business

Manage your affairs during your lifetime and beyond.

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Insurance

Insurance

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

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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.

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Helpful Content

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

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.
Learn More
What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.
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Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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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

Mary Strong

Financial Professional

mary@cambridgefg.com

Nicole McIntyre

Client Relations Specialist

Nicole@azcambridge.com

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