Cepak Financial Services
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
300 W Crockett St Ste B, Ennis, Texas, 7...Phone Number
(972) 878-1040Website
www.cepakfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Cepak Financial Services
Cepak Financial Services provides personalized financial guidance and strategies tailored to individual needs, serving a diverse clientele including first-time investors, retirement seekers, small business owners, working professionals, and women. Their mission is to coordinate all aspects of clients' financial situations to help them achieve their goals through smart financial education. The firm emphasizes long-term relationships built on open communication and offers services such as retirement planning, financial advice, debt management, and estate strategy. They aim to support clients in navigating their financial journeys with a focus on understanding personal situations and risk tolerance.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Cepak Financial Services
<$5M
1-10
Private
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Cepak Financial Services provides personalized financial guidance and strategies tailored to individual needs, serving a diverse clientele including first-time investors, retirement seekers, small business owners, working professionals, and women. Their mission is to coordinate all aspects of clients' financial situations to help them achieve their... Read More
