Our Services
First and foremost, we help you identify and focus on your priorities and tailor the right solutions for you and/or your business. We review the programs you may already have in place and suggest changes based on new opportunities that have become available. Our independent platform allows us to select the most appropriate products and carriers to achieve specific goals for you, our client.
Leveraging complimentary skills and experiences, the professionals of Cedar Point Financial Services LLC focus their efforts on:
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
info@cedarpointfinancial.com 203.222.4951