Cedar Point Financial Services Llc
Cedar Point Financial Services LLC works to preserve and leverage its clients’ businesses and wealth. It strives to be your “go to” team to help you identify your needs and goals and provides the guidance to make smart decisions about your financial future. Whether you are concerned for your own financial needs or those of your family or your business, Cedar Point Financial Services LLC can help you identify and focus on your priorities and provide elegant solutions to complex financial issues. Cedar Point Financial Services LLC 10 Wright Street, 2nd Floor Westport, CT 06880 office fax todd.robison@cedarpointfinancial.com Specialties: Estate Maximization Techniques, Executive and Group Benefits, Retirement Strategies Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA(finra.org)/SIPC(sipc.org). Cedar Point Financial Services LLC is a member of PartnersFinancial. Cedar Point Financial Services LLC is not affiliated with Kestra IS or PartnersFinancial. This profile is published for residents of the United States only. Registered Representatives of Kestra IS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. For additional information, please contact our Compliance Department at 737-443-2582
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Verified contacts
12
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
32
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- BS
Brandon Sweet
Director of Insurance Solutions · Finance & Accounting
EmailPhone - BJ
Brande J. Kelley
Executive Vice President · General Business & Management
EmailPhone - GD
Gary Dimmick
Financial Representative · Sales & Business Development
EmailPhone - GT
Gwen Tutun
Administrative and Operations Associate · Operations
EmailPhone - JM
Jennifer Michaud
Sr Case Coordinator · Other
EmailPhone - KG
Kristy Gordon
Financial Specialist · Finance & Accounting
EmailPhone - TA
Todd Ackerman
Senior Managing Director · General Business & Management
EmailPhone - TR
Todd Robison
President and Founder · Other
EmailPhone - EF
Elizabeth Fronio
Vice President of Policy Owner Services & Operations · Other
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Cedar Point Financial Services Llc
11 distinct titles indexed · top 10 shown.
- 2case coordinator
- 1administrative and operations associate
- 1director of insurance solutions
- 1executive vice president
- 1financial representative
- 1financial specialist
- 1life insurance producer
- 1president and founder
- 1senior managing director
- 1sr case coordinator
- +1more titles
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