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About Helmsman Financial Strategies

Our mission is to be the Trusted Financial Advisors to a diverse clientele of individuals and be recognized regionally as a leader in the Tax, Financial Planning & Investment Management fields. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Helmsman Financial Strategies and Cambridge are not affiliated. Tax services offered through Helmsman Financial Strategies. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites Helmsman Financial Strategies, Inc. 99 South Bedford St. Suite 235 Burlington MA 01803 (781) 860-0999