Cedar Point Financial Services

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

10 Wright St Fl 2, Westport, Connecticut...

Phone Number

(203) 222-4951

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
1
1
1
1

About Cedar Point Financial Services

Cedar Point Financial Services LLC specializes in preserving and leveraging wealth for individuals, families, and businesses. They offer a range of services including estate planning, retirement strategies, life insurance reviews, and executive benefits. The company aims to provide tailored financial solutions through strategic partnerships with other professionals such as investment advisors and attorneys. Their target clients include high net worth individuals, family offices, and business owners seeking comprehensive financial guidance.Explore more
Cedar Point Financial Services's Social MediaPopular SearchesCedar Point Financial Services LLCCedar Point Financial Service Inccedarpointfinancial.comCedar Point Financial ServicesSIC Code 62,628NAICS Code 52,523Show more

Cedar Point Financial Services Org Chart

PhoneEmail
EF
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Vice President, Policy & Services & Operation...

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MS
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Managing Director

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EC
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Titles & Insurance Support Lead

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Administrative Operations Associate

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CM
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Share Draft Specialist

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Contact Center Representative

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SC
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Member Service Representative

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EC
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Member Service Representative

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AB
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Member Service Representative

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cedar Point Financial Ser...

<$5M
1-10
Private
-
1992
EF
Elizabeth FronioVice President, Policy & Services & Operations Owner
$7.4M
11-50
Private
-
-
N/A
$6.6M
11-50
Private
<$5M
1998
FO
Farah OthCall Center Representative
$5.8M
11-50
Private
-
1989
JB
Jenalyn BlasAccounting Specialist
<$5M
11-50
Private
-
1953
LR
Leta ReevesPresident & CEO
<$5M
11-50
Private
-
2017
<$5M
11-50
Private
-
1924
SS
Suzanne SummervilleChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cedar Point Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cedar Point Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cedar Point Financial Services.

Cedar Point Financial Services Tech Stack

A closer look at the technologies used by Cedar Point Financial Services

Cedar Point Financial Services News & Media

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Frequently Asked Questions Regarding Cedar Point Financial Services

What is Cedar Point Financial Services's official website?
Cedar Point Financial Services's official website is www.cedarpointfinancial.com
What is Cedar Point Financial Services's Revenue?
Cedar Point Financial Services's revenue is <$5 Million
What is Cedar Point Financial Services's SIC code?
Cedar Point Financial Services's SIC: 62,628
What is Cedar Point Financial Services's NAICS code?
Cedar Point Financial Services's NAICS: 52,523
How many employees does Cedar Point Financial Services have?
Cedar Point Financial Services has 1-10 employees
What industry does Cedar Point Financial Services belong to?
Cedar Point Financial Services is in the industry of: Finance, Insurance, Securities Trading
What is Cedar Point Financial Services competition?
Cedar Point Financial Services top competitors include: Powerco Federal Credit Union, Card Services for Credit Unions, Extensia Financial, TNConnect Credit Union
What technology does Cedar Point Financial Services use?
Some of the popular technologies that Cedar Point Financial Services uses are: Cloudflare Website Optimization, Google Universal Analytics, Mailgun, Google Tag Manager
How do I contact Cedar Point Financial Services?
Cedar Point Financial Services contact info: Phone number: (203) 222-4951 Website: www.cedarpointfinancial.com
What does Cedar Point Financial Services do?

Cedar Point Financial Services LLC specializes in preserving and leveraging wealth for individuals, families, and businesses. They offer a range of services including estate planning, retirement strategies, life insurance reviews, and executive benefits. The company aims to provide tailored financial solutions through strategic partnerships with ot... her professionals such as investment advisors and attorneys. Their target clients include high net worth individuals, family offices, and business owners seeking comprehensive financial guidance.Read More

What are Cedar Point Financial Services social media links?
Cedar Point Financial Services Linkedin page Cedar Point Financial Services Facebook page
Is Cedar Point Financial Services a public company?
Cedar Point Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Cedar Point Financial Services

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