Cedar Point Financial Services LLC

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
Industry
Insurance
Employees
12
Founded
1992
Company Email
Available in AeroLeads
NAICS
Insurance Carriers and Related Activities
Agencies, Brokerages, and Other Insurance Related Activities

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 Contact
Todd Ackerman Advise Doctors and Professionals
View
Todd Robison
Email Phone
Brande J. Kelley Msol Flmi Executive Vice President at Cedar Point
Email

Employees by Management Level

Individual contributor 3 profiles
Executive 2 profiles
Director 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 3 3 1
Operations 1 1 1
Finance 1 1 0
Sales 1 1 0

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