BBB Business Review
This Business is not BBB accredited
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This business is not BBB accredited.
Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.
Reason for Rating
BBB rating is based on 16 factors. Get the details about the factors considered.
Factors that raised the rating for CedarPoint Investment Advisors, Inc. include:
- Length of time business has been operating.
- No complaints filed with BBB.
- BBB has sufficient background information on this business.
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding
or registration. BBB encourages you to check with the appropriate agency to be certain
any requirements are currently being met.
These agencies may include:
SECURITIES EXCHANGE COMMISSION
450 5TH ST NW, WASHINGTON DC 20549
Phone Number: (202) 942-7040
Certified Financial Planner Board of Standards(CFP)
1700 Broadway, Suite 2100, Denver CO 80290-2101
Fax Number: 303-860-7388
Commissioner of Insurance
125 South Webster Street, Madison WI 53703
Phone Number: 6082663585 8002368517
Fax Number: (608) 266-9935
Type of Entity
Business ManagementMr. Robert T. Dignan, President Mr. Terrence L. Dignan, Investment Advisor Representative Mr. Daniel W. Wilson, Partner
Investment Advisory Service Financial Services Estate Planning & Management Financial Planning Consultants Investment Advice (NAICS: 523930)