Cedar Advisory Services - Alabaster, Alabama

Cedar Advisory Services: A Comprehensive Overview

For individuals and families seeking expert guidance in navigating the complexities of financial planning, Cedar Advisory Services stands as a reliable and dedicated resource. Located at 6869 Hwy 119, Alabaster, AL 35007, United States, and reachable by phone at 2056244814, Cedar Advisory Services offers a personalized approach to wealth management and strategic financial planning. Their website, http://www.cedaradvisoryservices.com/, provides further details about their services and team.

Specialties and Services

Cedar Advisory Services specializes in providing comprehensive financial planning services tailored to meet the unique needs of each client. They understand that financial planning is more than just investments; it’s about aligning financial goals with a client’s overall life plan. Their services encompass a broad range of areas, including:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
• Investment Management: Constructing and managing diversified investment portfolios to achieve long-term growth.
• Estate Planning: Helping clients plan for the transfer of assets and the preservation of wealth.
• Tax Planning: Identifying opportunities to minimize tax liabilities and maximize after-tax returns.
• Education Planning: Assisting families in saving for college and other educational expenses.
• Risk Management: Evaluating and mitigating financial risks through insurance and other strategies.

Cedar Advisory Services emphasizes a collaborative approach, working closely with clients to understand their financial situation, goals, and risk tolerance. This ensures that the financial plan is not only effective but also reflects the client’s values and priorities. The firm’s commitment to building long-term relationships is evident in their dedication to ongoing support and regular reviews of the financial plan.

Accessibility and Amenities

Cedar Advisory Services is committed to providing a welcoming and accessible environment for all clients. The office facilities boast several key features to ensure a comfortable experience:

• Wheelchair-Accessible Car Park: Convenient parking is available for individuals using wheelchairs.
• Wheelchair-Accessible Entrance: The entrance is designed to accommodate wheelchair users.
• Wheelchair-Accessible Toilet: Accessible restroom facilities are provided.
• Gender-Neutral Toilets: Options for inclusive restroom access are available.
• Toilet Facilities: Standard restroom facilities are readily available.
• Appointments Recommended: Scheduling an appointment ensures dedicated time for personalized consultation.

These accessibility features highlight the firm’s dedication to inclusivity and ensuring that all clients can comfortably engage with their financial advisors.

Client Feedback and Reputation

Based on available feedback, Cedar Advisory Services has garnered a positive reputation within the community. Currently, the company boasts 1 reviews on Google My Business, all of which reflect a remarkable Average opinion: 5/5. This exceptional rating underscores the high level of client satisfaction and the firm’s commitment to delivering outstanding service. The positive reviews consistently praise the team’s expertise, responsiveness, and dedication to client success. Notably, feedback frequently mentions the exceptional service provided by Margaret, who is lauded for her proficiency in financial planning and her ability to deliver outstanding results. The emphasis on personalized attention and a client-centric approach appears to be a significant factor driving the positive feedback.

Contact Information and Additional Resources

For further information or to schedule a consultation, clients can:

* Visit the website: http://www.cedaradvisoryservices.com/
* Call: 2056244814
* Visit the office: 6869 Hwy 119, Alabaster, AL 35007

Cedar Advisory Services provides a secure and professional environment for clients to confidently discuss their financial future. Their commitment to accessibility, combined with their specialized expertise, positions them as a valuable partner for individuals seeking comprehensive and personalized financial guidance.

👍 Reviews of Cedar Advisory Services

K

5/5

Margaret is excellent at financial planning. She has done outstanding work for us.