CedarPoint Investment Advisors, Inc.

Registered Investment Advisors Welcome to CedarPoint Investment Advisors, Inc. Your Personal Chief Financial Officer (CFO). That is our tagline and mission. As your personal CFO, we handle matters affecting your family such as, but not limited t...

Registered Investment Advisors Welcome to CedarPoint Investment Advisors, Inc. Your Personal Chief Financial Officer (CFO). That is our tagline and mission. As your personal CFO, we handle matters affecting your family such as, but not limited to, debt management, retirement planning, cash flow analysis, college planning, estate planning, tax planning, overall financial planning, and insurance planning. YOUR objectives are OUR objectives. If this sounds like the type of arrangement your family, business, or charitable foundation desires, we invite you to explore our website to learn more and contact us for an introductory meeting to discuss how CedarPoint can become your "Personal CFO".