CONNECT

Address:

10 Wright Street, 2nd Floor
Westport, CT 06880

Phone:

203.222.4951

Fax/Other:

203.222.4962

Retirement & Tax Strategies

 

 

Longer life expectancies and early retirements make tax efficiency and sound insurance and investment choices essential.  We develop and implement creative qualified and non-qualified retirement programs to help meet you and/or your company's goals.  From company sponsored qualified plans to individual tax efficient savings programs, Cedar Point Financial Services LLC designs and impements bespoke solutions to meet your goals.  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck