I have been impressed with the services provided by this investment advisor. They have helped me make informed decisions and navigate the complex world of investments. Their expertise and professionalism have been invaluable to me. Highly recommend!
Cedarpoint Investment Advisors, Inc.
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12 Reviews
👌 Cedarpoint Investment Advisors, Inc. are simply the best in the business. Their expertise and guidance have been instrumental in helping me achieve my financial goals. Highly recommended! 👌
The services provided by this investment advisor have exceeded my expectations. They have helped me navigate the complexities of investment and achieve my financial goals. Highly recommend!
🙌 Cedarpoint Investment Advisors, Inc. is simply the best in the industry. Their personalized approach and expertise have helped me secure my financial future. I cannot recommend them enough! 🙌
Cedarpoint Investment Advisors, Inc. has helped me build a solid financial foundation. Their team is highly professional and knowledgeable. I have complete trust in their advice. Thank you for your outstanding service!
🔥 I'm absolutely thrilled with the services provided by Cedarpoint Investment Advisors, Inc.! Their team of experts has helped me navigate the financial markets with ease. Their knowledge and professionalism are commendable. Highly recommended! 🔥
Cedarpoint Investment Advisors, Inc. offers exceptional services backed by a team of experts. They have been instrumental in helping me grow and protect my investments. Their personalized approach sets them apart from the competition. Highly recommend!
I have been extremely satisfied with the services provided by this investment advisor. They have helped me navigate the complex financial landscape and achieve my goals. Their expertise and guidance have been invaluable. Highly recommend!
Cedarpoint Investment Advisors, Inc. has been nothing short of excellent in all my interactions with them. Their team is highly knowledgeable and always goes above and beyond to provide top-notch service. I would highly recommend them to anyone looking for financial advice.
👍 Cedarpoint Investment Advisors, Inc. have been fantastic to work with. They have helped me achieve my financial goals and have provided excellent guidance along the way. I can confidently say that they are one of the best in the industry. Thank you! 👍
Cedarpoint Investment Advisors, Inc. has been my go-to investment advisor for years. Their team is knowledgeable, professional, and always responsive to my needs. I trust their expertise and would highly recommend them.
The advice and support provided by Cedarpoint Investment Advisors, Inc. have been outstanding. They have a deep understanding of the financial industry and have helped me make informed decisions. Their personalized approach sets them apart. A great team to work with!
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About Cedarpoint Investment Advisors, Inc.
CedarPoint, which is a registered investment advisor, offers financial planning and investment services. It has about $180 million in assets under administration. CedarPoint will operate as a wholly owned subsidiary of Midland. Its employees are all being retained in the integration, and will continue operating out of the same Delafield office.
CedarPoint was founded in 2009 and has four employees. Its principals, Dan Wilson and Bob Dignan, were in an equal partnership prior to the acquisition. Wilson will serve as managing director of the Delafield office and Dignan will remain on board as a wealth advisor.
- Website
- cedarpointinvestments.com
- Phone
- 2623034503
- [email protected]
- Address
- 524 Milwaukee St
