Listening to Understand, Communicating to Inform.
With gratitude and respect, we accept the trust and confidence placed in us and we strive to enhance the lives of those whom we serve. We are committed to 'listening to needs' and 'communicating solutions' as we assist our clients in reaching their financial aspirations, today and into the future.
Our Firm & Services:
We are a comprehensive financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We will assist you in identifying your financial goals and then develop and implement a sound financial plan to reach them. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Marjean Ossefoort is an experienced Registered Representative of Cambridge. She holds Series 7, 63, & 65 securities which allows her to sell a huge array of financial products. Marjean is also insurance licensed, which allows her to sell Life, Health, Long Term Care, and Annuity products. Her knowledge and experience allows her to custom fit a Financial Plan for you and your family.
Alex Ossefoort is a Registered Representative of Cambridge and our Insurance Specialist. He holds Series 7 and 66 security licenses allowing him to sell a full slate of security products and investments. He also has insurance licenses to sell Life, Disability, and Long Term Care Insurance.
- Life View Planning Program
- Tax Management & Investment Management
- Retirement Strategies
- Estate Conservation
- Insurance & Annuity Products