Cambridge Financial & Tax Advisors, LLC / Financial Advisor in Columbus, Ohio

Joseph Baumann, BA, CFP
Full retainer clients can expect sound, comprehensive, holistic advice across the spectrum of financial planning with delivery of recommendations tailored to meet each client's unique circumstances. With clients from various stages of the life cycle/financial cycle, I am well-qualified to provide excellent counsel to new parents, as well as those facing job displacement, rapid financial accumulation, financing higher education for children, self-employment, retirement, estate planning and distribution of assets. We also provide notary services on site for our clients' convenience.

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