Cambridge Bancorp

The page discusses estate planning beyond tax savings, including control, privacy and care decisions, and describes wills, powers of attorney, health care directives and trusts as components of an estate plan.

[As seen in the Boston Business Journal]Various reports indicate the average American needs between $1.2 million and $1.8 million to retire comfortably, yet a recent Fidelity Investments survey reflects a staggering gap: $250,000 is the average 401(k) balance by age 70.

The page identifies events such as births, retirement and loss of a spouse, as well as longevity, incapacity, illness or disability, as circumstances that can affect financial plans.

Alexander E. Anderson Announced As A Senior Vice President, Private Banker of Cambridge Trust Private Banking

Boston, MA - Wealth Management Office 125 High Street, 9th Floor Boston, MA 02109

Boston, MA - One Federal Street One Federal Street Boston, MA 02110

Portsmouth, NH - Wealth Management Office 100 Arboretum Drive, Suite 204 Portsmouth, NH 03801

The 2024 combination of Eastern Bank and Cambridge Trust was described as a step toward creating a local bank with more than 110 locations in eastern Massachusetts, southern and coastal New Hampshire, Rhode Island and Connecticut, and approximately $25.5 billion in assets as of September 30, 2024.

The page states that Cambridge Trust is a division of Eastern Bank and that third-party sites have their own privacy and security policies.

The Customer Service Team provides service and assistance with customers’ financial needs.