Strategic Financial Services Norwell

About

We are a client focused financial services company that wants to be the driving force behind our clients' financial success by being a trusted partner, delivering reasoned advice and providing access to world class solutions.

Our primary business objective is to be the financial services provider of choice in our community. We will always demonstrate a level of trust, transparency, commitment, fairness and professionalism that will set us apart from our competitors.

We are independent financial advisors helping our clients through many stages of their lives including accumulation, preservation and distribution of wealth.

This page is intended to keep you all informed of the many happenings in our personal lives and sharing our knowledge and additional information benefit you.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Strategic Financial Services & Cambridge are not affiliated.

Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

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