On Sunday, December 17, 2017, CedarPoint Investment Advisors, Inc. officially became Midland Financial Advisors, Inc. To view more about Midland Financial Advisors, Inc. please visit the LinkedIn page at https://www.linkedin.com/company/midland-financial-advisors-inc/ or the web page at https://www.midlandfa.com We work directly with our clients to help them to better understand and verbalize their family’s long term goals, both financial and non-financial. Once these goals are formalized, and the client's risk tolerances, opportunities, and situational risks are better understood, we work with the client and collaborate with their other trusted advisors (CPAs, Attorneys, Etc.) to develop, implement, and monitor those strategies that will provide the greatest likelihood for success, within a client’s acceptable level of investment risk. Our mission is to act as our clients’ single, primary point of contact for all planning and investment needs. We are staunch believers that a client's best interest can only be served when their trusted advisors are independent of each other, and have no conflict of interest that would cloud their honest feedback. Advisors must be able to collaborate effectively, but every client is entitled to a complete Checks and Balances system, and having such a system in place ensures that you are always receiving the most unbiased feedback. CedarPoint Investment Advisors an SEC-Registered Investment Advisory Firm. An Affiliate of Midland States Bank
View Top Employees from CedarPoint Investment Advisors, Inc.Website | https://www.midlandfa.com/locations |
Revenue | $872000 |
Employees | 5 (0 on RocketReach) |
Founded | 2009 |
Address | 524 Milwaukee Street Suite 300, Delafield, Wisconsin 53018, US |
Phone | (262) 303-4503 |
Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
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The CedarPoint Investment Advisors, Inc. annual revenue was $872000 in 2024.
CedarPoint Investment Advisors, Inc. is based in Delafield, Wisconsin.
The NAICS codes for CedarPoint Investment Advisors, Inc. are [52393, 52, 523, 5239].
The SIC codes for CedarPoint Investment Advisors, Inc. are [62, 628].