Cedar Point Capital Partners
Finance · Iowa, United States · 1-10 Employees
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Overview
Headquarters
329 12th Ave SE Ste 106, Cedar Rapids, I...Phone Number
(800) 501-6403Website
www.cedarpointcap.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
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1
About Cedar Point Capital Partners
Cedar Point Capital Partners is a fee-only, fiduciary-grade financial planning and wealth management firm located in the Iowa City-Cedar Rapids Corridor. They offer comprehensive portfolio management, financial planning, and consulting services tailored to individual clients, as well as fiduciary-grade consulting for business and institutional clients. The firm emphasizes a relationship-driven approach, transparency, and the use of innovative financial technology to support their clients' financial goals. Their expertise includes investments, tax and estate planning, ensuring a holistic financial life strategy that adapts to clients' needs.Explore more
Cedar Point Capital Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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Company Profile Activity
Activity Insights
Cedar Point Capital Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Cedar Point Capital Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cedar Point Capital Partners.
Cedar Point Capital Partners Tech Stack
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Cedar Point Capital Partners News & Media
Cedar Point Capital Partners celebrates new office with ribbon-cutting ceremony
Cedar Point Capital Partners celebrated the inaugural opening of its founding office in Cedar Rapids' NewBo district.
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Frequently Asked Questions Regarding Cedar Point Capital Partners
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Cedar Point Capital Partners is a fee-only, fiduciary-grade financial planning and wealth management firm located in the Iowa City-Cedar Rapids Corridor. They offer comprehensive portfolio management, financial planning, and consulting services tailored to individual clients, as well as fiduciary-grade consulting for business and institutional clie... Read More
