Listed In: Investment Services Firms, Financial Planning Firms
As a client driven Wealth Management Firm, we work in a Fiduciary capacity for our clients and provide them with highly personalized financial planning services. We guide our clients through all stages of their financial lives so as to increase their potential and reduce risk while addressing their… As a client driven Wealth Management Firm, we work in a Fiduciary capacity for our clients and provide them with highly personalized financial planning services. We guide our clients through all stages of their financial lives so as to increase their potential and reduce risk while addressing their goals. Service, Dedication and Passion are what drives us everyday for you, our client. Securities offered through CambridgeInvestmentResearch, Inc. a registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors Inc. a Registered Investment Advisor. Cambridge is under separate ownership from any other named entity. Read more
Business Hours
M-F 8am-5pm, Sa-Su Closed (Saturday & Sunday By Appointment)
Services
Financial Planning, Estate Planning, Insurance Purchase Consulting, Investment Advising, Retirement Savings Consulting, IRA's, Home Purchase Financial Advising, 401k Planning and Advising, Comprehensive Financial Planning, Debt Management, Life Insurance, Social Security Planning, College Funding, Life Transition Financial Planning, Comprehensive Wealth Management
gmetcalf@cardinalwealthmanagement.com
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626 N 4th St Suite 101 Suite 101, Steubenville, OH (9214 Km Away)
(1638 Km Away)
5990 Venture Drive, Suite C, Dublin, OH (217 Km Away)