Cedar Wealth Partners
Likely to Engage tag.Highly Engaged Employees

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

1340 Ohio St, Terre Haute, Indiana, 4780...

Phone Number

(812) 232-4570

Revenue

<$5 Million

Industry

Finance Securities Trading

About Cedar Wealth Partners

Cedar Wealth Partners is an independent financial advisory firm located in Indiana, serving clients across the country. They offer a comprehensive range of services including financial planning, investment management, estate planning, retirement planning, tax planning, and corporate retirement solutions. The firm emphasizes a client-first philosophy, focusing on open and transparent relationships to ensure long-term success. Their approach is centered on listening to clients, formulating personalized strategies, and providing ongoing support.Explore more
Cedar Wealth Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Cedar Wealth Partners Org Chart

PhoneEmail
KC
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Founding Partner. Director of Operations

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CM
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Manager, Operations

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Compare Similar Companies to Cedar Wealth Partners

Compare insights from companies similar to Cedar Wealth Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cedar Wealth Partners

<$5M
1-10
Private
-
-
KC
Kimberly CusterFounding Partner. Director of Operations
<$5M
11-50
Private
-
2011
<$5M
11-50
Private
-
1996
BM
Becky MulhernIaccp Compliance Coordinator
<$5M
1-10
Private
-
2014
Michael Pensinger, Owner and President at Pensinger Financial
Michael PensingerOwner and President
<$5M
1-10
Private
-
2006
RK
Ronald KrauseFounder & President
<$5M
1-10
Private
-
-
CM
Catherine McDougallPresident & Founder
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Cedar Wealth Partners Tech Stack

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Frequently Asked Questions Regarding Cedar Wealth Partners

What is Cedar Wealth Partners's official website?
Cedar Wealth Partners's official website is www.cedarwealthpartners.com
What is Cedar Wealth Partners's Revenue?
Cedar Wealth Partners's revenue is <$5 Million
What is Cedar Wealth Partners's SIC code?
Cedar Wealth Partners's SIC: 62,628
What is Cedar Wealth Partners's NAICS code?
Cedar Wealth Partners's NAICS: 52,523
How many employees does Cedar Wealth Partners have?
Cedar Wealth Partners has 1-10 employees
What industry does Cedar Wealth Partners belong to?
Cedar Wealth Partners is in the industry of: Finance, Securities Trading
What is Cedar Wealth Partners competition?
Cedar Wealth Partners top competitors include: Pensinger Financial, McDougall Wealth Strategies, Fortune Wealth Management, RK Financial Group
What technology does Cedar Wealth Partners use?
Some of the popular technologies that Cedar Wealth Partners uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact Cedar Wealth Partners?
Cedar Wealth Partners contact info: Phone number: (812) 232-4570 Website: www.cedarwealthpartners.com
What does Cedar Wealth Partners do?

Cedar Wealth Partners is an independent financial advisory firm located in Indiana, serving clients across the country. They offer a comprehensive range of services including financial planning, investment management, estate planning, retirement planning, tax planning, and corporate retirement solutions. The firm emphasizes a client-first philosoph... y, focusing on open and transparent relationships to ensure long-term success. Their approach is centered on listening to clients, formulating personalized strategies, and providing ongoing support.Read More

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

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