Goldleaf Partners provides integrated administration of retirement, fiduciary, payroll, time & attendance, HR management, employee benefits, and COBRA services to clients of all sizes across the country.
We administer all of these services in one seamless package so you spend less time managing multiple vendors and more time growing your business. All of our services automatically integrate together and result in a superior experience for our clients. Whether you need all of our services or just a few, your services operate in complete cooperation.
Goldleaf believes that actions speak louder than words when it comes to personal service and that has become another differentiator in the market. We utilize technology to its fullest extent while maintaining the personal touch that our customers have come to expect. To achieve this, we leverage our strongest asset, our expert team of employees. Our passion, commitment, innovation, and responsiveness are the strengths that our clients, their employees, and partners appreciate.
We invite you to partner with us and Experience the Gold Standard®.
Canyon View Capital is a market leader for managing investment property wealth via 1031 Exchanges. With over 40 years of Real Estate Investing & Tax Advantaged Portfolio Planning, CVC leadership has directed over $1.5B+ in real estate and investment property transactions.
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
203.222.4951 office
203.222.4962 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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