Company Profile
Company Overview
Protecting freedom to choose:
Cambridge Retirement Consultants Corp. is committed to offering the most up-to-date financial information and personal solutions for people who are getting close to retirement or have already retired. Our number one goal is to make sure that we are protecting our clients freedom to choose what will work best for them.
Cambridge Retirement Consultants Corp. takes a comprehensive approach to retirement planning and can give our clients the security and flexibility they need to develop a custom retirement portfolio. Our expertise in investment management, retirement planning, tax planning, estate planning and family financial planning including long term care solutions will provide the diversity they need in realizing the retirement of their dreams.
We want to ensure that they will maintain the same quality of life (or better!) during the retirement years. We will meet and work closely with them to evaluate their current financial health, set retirement goals, strategize on how we can assist them in achieving your goals, and walk them through every step of the implementation process.
Making a strong commitment to our clients and building long-lasting relationships with them is of the utmost importance to Cambridge Retirement Consultants Corp.
Company History
As the founder of the Cambridge Retirement Consultants Corp., Sandeva Morris has both the experience and background specific to retirement, tax and estate planning.
With over 1,000 clients in the Tampa area alone, you can be assured that Cambridge Retirement Consultants Corp. understands the financial needs as well as the retirement dreams specific to our community.
Cambridge Retirement Consultants Corp. is a full service financial advisory firm with over 12 years of experience specializing in tax issues relating to seniors and retirees. We are proud members of the Cambridge BBB and our founder, Sandeva Morris, is listed as a Who’s Who of Cambridge Professional Executives; an association that recognizes certain business executives nationwide for their professionalism, ethics and code of conduct. Who's Who of Cambridge do an extensive background investigation and only sponsor a few select canidates each year.