On Sunday, December 17, 2017, CedarPoint Investment Advisors, Inc. officially became Midland Financial Advisors, Inc. To view more about Midland Financial Advisors, Inc. please visit the LinkedIn page at https://www.linkedin.com/company/midland-financial-advisors-inc/ or the web page at https://www.midlandfa.com
We work directly with our clients to help them to better understand and verbalize their family’s long term goals, both financial and non-financial.
Once these goals are formalized, and the client's risk tolerances, opportunities, and situational risks are better understood, we work with the client and collaborate with their other trusted advisors (CPAs, Attorneys, Etc.) to develop, implement, and monitor those strategies that will provide the greatest likelihood for success, within a client’s acceptable level of investment risk.
Our mission is to act as our clients’ single, primary point of contact for all planning and investment needs. We are staunch believers that a client's best interest can only be served when their trusted advisors are independent of each other, and have no conflict of interest that would cloud their honest feedback. Advisors must be able to collaborate effectively, but every client is entitled to a complete Checks and Balances system, and having such a system in place ensures that you are always receiving the most unbiased feedback.
CedarPoint Investment Advisors
an SEC-Registered Investment Advisory Firm.
An Affiliate of Midland States Bank
Company Details
- Founded
- -
- Address
- 524 Milwaukee Street,
- Phone
- (262)303-4503
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement Planning, Tax Planning, Estate Planning, Education Planning, Investment Management, Risk Management, Financial Coach, Investment Advisor, Tax Efficient Investing, Asset Allocation, Financial Planning, Certified Financial Planners (CFP®).
- HQ
- Delafield, WI
- Competitors
- Midland Financial Advisors, Inc..
Cedarpoint Investment Advisors, Inc. Questions
Cedarpoint Investment Advisors, Inc.'s helpline number is (262)303-4503
Cedarpoint Investment Advisors, Inc.'s website is https://www.midlandfa.com/locations
Cedarpoint Investment Advisors, Inc.'s LinkedIn profile is https://www.linkedin.com/company/cedarpoint-investment-advisors-inc.
Cedarpoint Investment Advisors, Inc.'s industry is
Financial Services
Cedarpoint Investment Advisors, Inc.'s top competitors are
Midland Financial Advisors, Inc..
Cedarpoint Investment Advisors, Inc.'s categories are Financial Services
Cedarpoint Investment Advisors, Inc.'s founding year is 2009
