Wealth Management and Financial Planning for Families, Individuals, and Small Businesses.
Comprehensive. Transparent. Reliable.
Wherever you're at on your financial journey, we'll work together to assist you in identifying your current needs, establish your goals, then design a comprehensive strategy to set you on the path to financial freedom. -
The Cedar Creek Financial Team
Our select team of financial professionals have backgrounds in finance, business, insurance and investments. Through our team approach, our firm has built a reputation as a leader in the financial services industry. Each advisor understands his clients' unique financial situations and provides the most effective resources to help meet their needs.
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Our Services
We offer a full range of investment and financial services and have access to a wide array of solutions. Our Financial Professionals make choosing the right strategies for your unique situation easier than ever before. Backed by years of industry experience, and with access to a network of provider resources, our firm is well-equipped to guide you through a complex, changing world of risk and opportunity.
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Client eMoney Dashboard
eMoney is our financial planning dashboard to bring client conversations to life with interactive and collaborative financial engagement and utilization. Key features include your own client portal, financial account aggregation, spending & budgeting tools, Mobile access, and a personal storage vault for secure uploading of financial documents for you to share with us or keep private.
Let’s Connect
We would be happy to answer your questions — contact us below.