Lori Liffring, Cfa (Abood)

Lori Liffring, Cfa (Abood) Email and Phone Number

President and Owner @ Cambridge Advisors Inc.
Omaha, NE, US
Lori Liffring, Cfa (Abood)'s Location
Omaha, Nebraska, United States, United States
Lori Liffring, Cfa (Abood)'s Contact Details

Lori Liffring, Cfa (Abood) personal email

n/a

Lori Liffring, Cfa (Abood) phone numbers

About Lori Liffring, Cfa (Abood)

Cambridge Advisors is an independent, fee-only registered investment advisor whose clients include high-net-worth individuals and families, retirement plans and not-for-profit organizations. We have been helping clients achieve their financial goals for over 25 years.Our comprehensive investment management process looks at each client’s unique situation and develops a customized solution to help the client achieve their specific financial goals. We work in concert with our client’s other advisors to insure a coordinated strategy that is well-communicated between all parties. The resulting investment portfolio is accommodative to client requests and preferences and is flexible so that it can be easily modified as their circumstances change. Our client-focused approach ensures that clients receive a high level of personal attention in addition to the ongoing high-quality, professional management of their investment portfolios.Specialties: Investment ManagementSecurities AnalysisFinancial PlanningRetirement PlanningIRA Rollovers

Lori Liffring, Cfa (Abood)'s Current Company Details
Cambridge Advisors Inc.

Cambridge Advisors Inc.

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President and Owner
Omaha, NE, US
Lori Liffring, Cfa (Abood) Work Experience Details
  • Cambridge Advisors Inc.
    President And Owner
    Cambridge Advisors Inc.
    Omaha, Ne, Us
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  • Cambridge Advisors Inc.
    Portfolio Manager/Investment Advisor
    Cambridge Advisors Inc. Jun 1994 - Present
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  • Cambridge Advisors Inc.
    President/Owner
    Cambridge Advisors Inc. May 1994 - Present
    Omaha, Nebraska, United States
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  • Hewitt Associates
    Retirement Plan Consultant
    Hewitt Associates Jun 1989 - May 1994
    View

Lori Liffring, Cfa (Abood) Skills

Retirement Planning Portfolio Management Financial Planning Asset Management Asset Allocation 401k Security Analysis Ira Rollovers Wealth Management Services Investment Strategies Investment Management Financial Analysis Investment Advisory

Lori Liffring, Cfa (Abood) Education Details

Frequently Asked Questions about Lori Liffring, Cfa (Abood)

What company does Lori Liffring, Cfa (Abood) work for?

Lori Liffring, Cfa (Abood) works for Cambridge Advisors Inc.

What is Lori Liffring, Cfa (Abood)'s role at the current company?

Lori Liffring, Cfa (Abood)'s current role is President and Owner.

What is Lori Liffring, Cfa (Abood)'s email address?

Lori Liffring, Cfa (Abood)'s email address is fo****@****agd.com

What is Lori Liffring, Cfa (Abood)'s direct phone number?

Lori Liffring, Cfa (Abood)'s direct phone number is +140261*****

What schools did Lori Liffring, Cfa (Abood) attend?

Lori Liffring, Cfa (Abood) attended Baylor University - Hankamer School Of Business, Baylor University.

What skills is Lori Liffring, Cfa (Abood) known for?

Lori Liffring, Cfa (Abood) has skills like Retirement Planning, Portfolio Management, Financial Planning, Asset Management, Asset Allocation, 401k, Security Analysis, Ira Rollovers, Wealth Management Services, Investment Strategies, Investment Management, Financial Analysis.

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