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MAP YOUR FINANCIAL FUTURE

CLIENT RESOURCES

CAMBRIDGE TOOLS & CALCULATORS

Explore our investor tools - together we can prepare your finances for the future you seek.

SAVINGS CALCULATOR

Use FINRA's savings calculator to see how a consistent approach to investing can make your money grow. Whether saving for a house, a car, or other special purchase, the savings calculator will help you determine the right amount to save on a regular basis to achieve your goals.

RETIREMENT CALCULATOR

This calculator can help you estimate how much to save each year to accumulate enough money for your projected retirement. The amount you’ll need to set aside will depend on a number of factors that you can adjust with the calculator, including the type of account you are invested in.

FUND ANALYZER

The Fund Analyzer helps you sort through and compare more than 30,000 mutual funds, exchange-traded funds, exchange-traded notes and money market funds.

COLLEGE SAVINGS CALCULATOR

Use the College Savings calculator to determine the amount you must invest each year to have enough money to cover all college costs. 

COMMISSION VS ADVISORY

Cambridge financial professionals may offer a wide variety of services to meet your investment goals and objectives.


What can you expect with a commissionable account verses an advisory account?


The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website.