Cambridge Wealth Management - Westlake Village, California

Okay, here’s a detailed description of Cambridge Wealth Management, formatted as requested, aiming for a formal and helpful tone:

Cambridge Wealth Management: A Comprehensive Overview

Cambridge Wealth Management is a financial planning firm dedicated to assisting individuals and families in achieving their long-term financial goals. Located in Westlake Village, California, the firm operates with a commitment to personalized service and sophisticated investment strategies. Their primary focus is on providing comprehensive wealth management solutions tailored to each client's unique circumstances.

Address: 3717 Thousand Oaks Blvd #195, Westlake Village, CA 91362

Phone: 8054131144

Website: (Currently Unavailable)

Specialties and Services

Cambridge Wealth Management offers a range of services designed to address various aspects of a client’s financial life. Specifically, they specialize in:

• Financial Planning: Creating customized plans encompassing retirement, investment, education funding, and estate planning.
• ATM Services: Providing access to convenient cash management solutions. (Note: The specific nature of their ATM services would require direct inquiry.)
• Bank Services: Offering banking solutions, likely including accounts and related services. (Details on specific banking products should be confirmed directly with the firm.)

Accessibility and Amenities

Cambridge Wealth Management prioritizes inclusivity and accessibility. The facility boasts the following features:

• Wheelchair Accessible Entrance: Ensuring ease of access for individuals using wheelchairs.
• Wheelchair Accessible Parking Lot: Providing designated parking spaces for wheelchair users.
• Wheelchair Accessible Restroom: Offering a fully accessible restroom facility.
• Restroom: Standard restroom facilities are available.

Client Feedback & Current Status

Currently, Cambridge Wealth Management has 0 reviews on Google My Business, reflecting a limited public record of client experiences. The average opinion is 0/5, indicating a lack of readily available feedback at this time. It’s important to note that this low rating simply signifies the absence of reviews and does not necessarily reflect the quality of service offered.

Important Considerations

Potential clients are encouraged to contact Cambridge Wealth Management directly to discuss their needs and explore the firm’s offerings in detail. Due to the absence of an active website, gathering more specific information regarding their investment strategies, fee structure, and client testimonials is recommended. They operate as a financial planner, an ATM provider, and a bank, so clarifying the scope of each service is crucial for prospective clients.

The firm’s commitment to accessibility is commendable, demonstrating a dedication to serving a diverse clientele. However, the lack of online reviews highlights the importance of conducting thorough research and engaging in direct communication to fully assess whether Cambridge Wealth Management aligns with an individual's financial requirements.