CT Cambridge Advisors, led by David Bernstein, provides tax and financial planning advice to individuals. The firm offers guidance on taxes, investments, insurance, retirement, estate planning, and general financial matters. CT Cambridge Advisors also offers tax preparation and audit representation. There is no minimum asset requirement to become a client.
Fee Structure
CT Cambridge Advisors generally works with clients on an annual retainer basis. The fee is determined by income, assets, and the complexity of the work. The annual retainer includes tax preparation, audit representation, and a simple will prepared by a local attorney.
CT Cambridge Advisors' financial planning fees are determined by the project needed. In some instances, the firm works for clients by the project or on an hourly basis.
