Cedar Point Financial Services LLC
Insurance
Westport, Ct, United States
12 employees
- Employees
- 12
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Cedar Point Financial Services LLC Overview
- Headquarters
- Westport, Ct, United States
- Phone Number
- Available in AeroLeads
- Website
- cedarpointfinancial.com
- Industry
- Insurance
- Employees
- 12
- Founded
- 1992
- Company Email
- Available in AeroLeads
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
Keywords
About Cedar Point Financial Services LLC
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 you 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 todd.robison@cedarpointfinancial.com 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 737-443-2582
Cedar Point Financial Services LLC Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 1
- 33.3% coverage
Cedar Point Financial Services LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Todd Ackerman | Advise Doctors and Professionals |
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|
|
| Todd Robison | New York City Metropolitan Area, United States |
Email
Phone
|
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| Brande J. Kelley Msol Flmi | Executive Vice President at Cedar Point | New York City Metropolitan Area, United States |
Email
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Employees by Management Level
Individual contributor
3 profiles
Executive
2 profiles
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 1 |
| Operations | 1 | 1 | 1 |
| Finance | 1 | 1 | 0 |
| Sales | 1 | 1 | 0 |
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