Company profile

Campbell Financial Services

Focus on your future. Invest in your tomorrow.

Industry
Financial Services
Employees
12
Headquarters
Plymouth, MA
LinkedIn followers
143
Office locations
1

Campbell Financial Services company summary

Campbell Financial Services is a company in the Financial Services industry, headquartered in Plymouth, MA. On LinkedIn the company has around 12 employees and 143 followers.

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About Campbell Financial Services

When we say that “We understand the financial world so you don’t have to,” we mean that our expertise across tax planning and preparation, accounting, and investment services is translated in every conversation with our clients. We see ourselves as your partner in finding financial wellness, and our guidance yields positive results and productive relationships with a variety of individuals. Our multi-generational family business not only leverages our deep industry knowledge, but also our understanding of the various life stages in our clients’ lives. We pride ourselves in being able to ask about your kids’ recent milestones or your last vacation, because we get to know our clients on a personal level. We are truly passionate about our your financial well being, and our specialized service offerings are built for people of all ages who simply want to design a lasting legacy with their resources. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org) Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated Insurance agency. Please visit www. Avantaxwealthmanagement.com/social_policy for more information

Where is Campbell Financial Services located?

Campbell Financial Services lists 1 location.

Plymouth, MA, USHQ
18 North Street, Suite 1

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Frequently asked questions about Campbell Financial Services

What does Campbell Financial Services do?

When we say that “We understand the financial world so you don’t have to,” we mean that our expertise across tax planning and preparation, accounting, and investment services is translated in every conversation with our clients. We see ourselves as your partner in finding financial wellness, and our guidance yields positive results and productive relationships with a variety of individuals. Our multi-generational family business not only leverages our deep industry knowledge, but also our understanding of the various life stages in our clients’ lives. We pride ourselves in being able to ask about your kids’ recent milestones or your last vacation, because we get to know our clients on a personal level. We are truly passionate about our your financial well being, and our specialized service offerings are built for people of all ages who simply want to design a lasting legacy with their resources. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org) Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated Insurance agency. Please visit www. Avantaxwealthmanagement.com/social_policy for more information

How many employees does Campbell Financial Services have?

Campbell Financial Services has around 12 employees on LinkedIn.

Where is Campbell Financial Services headquartered?

Campbell Financial Services is headquartered in Plymouth, MA.

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