Happy World Book Day! 📖 To celebrate, we're sharing a few of our favorite reads and book recommendations. 📚 Share your favorite book or go-to genre below, and let's inspire each other's next great read! #WorldBookDay #FinancialLiteracyMonth
Cedar Point Capital Partners
Investment Management
Cedar Rapids, Iowa 50 followers
Fee-Only Wealth Management Firm & Registered Investment Adviser located in the Iowa City-Cedar Rapids Corridor.
About us
Whether just starting out or preparing for retirement, our experienced team is ready to meet your financial needs at any stage of life. Reach out, and let’s start a conversation. Cedar Point Capital Partners is a Registered Investment Adviser. Services are only offered to clients or prospective clients where Cedar Point Capital Partners and its representatives are properly licensed or exempt from licensure. This profile is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cedar Point Capital Partners unless a client service agreement is in place.
- Website
-
https://cedarpointcap.com
External link for Cedar Point Capital Partners
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Cedar Rapids, Iowa
- Type
- Partnership
- Founded
- 2022
- Specialties
- financial consulting, financial planning, risk management, portfolio monitoring, retirement planning, estate planning, investment management, tax planning, fiduciary services, and wealth management
Locations
-
Primary
Get directions
329 12th Ave SE
Suite 106
Cedar Rapids, Iowa 52401, US
Employees at Cedar Point Capital Partners
Updates
-
Great news keeps rolling in at Cedar Point Capital Partners this week... We're excited to share that we officially have another CERTIFIED FINANCIAL PLANNER™ Professional in the office, Nicholas Timm! During the process of completing his CFP® certification, Nick also attained his ChFC® and AIF® designations. Join us in congratulating Nick on his hard work and dedication to these achievements! 👏
-
-
It is your birthday. All jokes aside, we’re wishing a very happy birthday to our very own Trent Von Ahsen! 🥳 Time to celebrate like it’s a Dundie Award-worthy moment! Be sure to drop your birthday wishes below! 🎉🎂 #HappyBirthday
-
-
Kickin’ it at the Blue Door Bash! 👟💙🤍 Boys & Girls Clubs of the Corridor put on another successful event Saturday night—we’re a proud supporter of this amazing organization and its mission! #BlueDoorBash
-
April isn't just about showers and spring flowers - it's also Financial Literacy Month! Whether you're an expert or just dipping your toes into the world of finance, there's something for everyone to learn this month. 💰📚 #FinancialLiteracyMonth If you're looking for inspiration on where to start, check out our blog for financial insights!
Financial & Fiduciary Blog | Cedar Point Capital Partners
cedarpointcap.com
-
Eclipse watching from the office and checking out the ‘stellar’ views! 🌒😎 #solareclipse #solareclipse2024
-
-
Nefarious activity, which spikes during the tax-filing season, has exploded since e-filing became mainstream about a decade ago. Check out these tips to help protect yourself from tax scams.
Tax Scams Are Everywhere During Filing Season. How to Protect Yourself.
advisorstream.com
-
Happy Easter! Wishing you and yours a day filled with joy and sweet moments! 🐰🐣 #HappyEaster
-
-
This month, we’re discussing artificial intelligence and asking: will it be a true game-changer for major companies and their investors? Or is AI just a natural progression in technology? Watch our latest video for insights on the evolving narrative surrounding AI and its integration. #capitalinsights
Capital Insights: March 2024
https://www.youtube.com/