About C-Phase Financial

About Us

C-Phase Financial is a financial services firm that was founded to provide financial guidance for people of all ages and stages in life and of all levels of wealth. We strive to offer objective and prudent advice on an hourly, project, or ongoing basis. Trust, honesty, integrity, and authenticity are the backbone of the firm. It is our belief that personal finance is about more than money, it is about quality of life. We truly empathize with our clients by understanding their family dynamics, work, and social lives.

This allows us to create personalized plans for each individual and family we work with. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We work with each client to understand their specific situation and circumstances so that we can create proactive, customized, transparent and easy to understand financial plans. Our goal is to give each client a sense of comfort to help build and maintain future wealth.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and C-Phase Financial are not affiliated. This communication is strictly intended for individuals residing in the states of CO, FL, MN, ND, SD, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, C-Phase Financial makes no representation as to the completeness or accuracy of information provided at these sites. 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, sites, information, and programs made available through this site.

C-Phase Financial