Cedar Point Financial Services LLC works to preserve and leverage its clients’ businesses and wealth. It strives to be your “go to” team to help you identify your needs and goals and provides the guidance to make smart decisions about your financial future. Whether you are concerned for your own financial needs or those of your family or your business, Cedar Point Financial Services LLC can help y
ou identify and focus on your priorities and provide elegant solutions to complex financial issues. Cedar Point Financial Services LLC
10 Wright Street, 2nd Floor
Westport, CT 06880
203.222.4951 office
203.222.4962 fax
[email protected]
Specialties: Estate Maximization Techniques, Executive and Group Benefits, Retirement Strategies
Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA(finra.org)/SIPC(sipc.org). Cedar Point Financial Services LLC is a member of PartnersFinancial. Cedar Point Financial Services LLC is not affiliated with Kestra IS or PartnersFinancial. This profile is published for residents of the United States only. Registered Representatives of Kestra IS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. For additional information, please contact our Compliance Department at 512-697-6000.
