BBB Business Review

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This business is not BBB accredited.

CedarPoint Investment Advisors, Inc.

Phone: (262) 303-4503 Fax: (262) 303-4325 View Additional Phone Numbers 524 Milwaukee St Ste 300, Delafield, WI 53018 http://www.cedarpointinvestments.com


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BBB Accreditation

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 13 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


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on CedarPoint Investment Advisors, Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: July 17, 2006 Business started: 02/18/2000 in WI Business started locally: 02/18/2000 Business incorporated 01/14/2009 in WI
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
www.sec.gov/invkhome.htm
Phone Number: (202) 942-7040

Certified Financial Planner Board of Standards(CFP)
1700 Broadway, Suite 2100, Denver CO 80290-2101
http://www.cfp-board.org
Fax Number: 303-860-7388

Commissioner of Insurance
125 South Webster Street, Madison WI 53703
http://oci.wi.gov/oci_home.htm
Phone Number: 6082663585 8002368517
Fax Number: (608) 266-9935

Type of Entity

Corporation

Business Management
Mr. Robert T. Dignan, President Mr. Terrence L. Dignan, Investment Advisor Representative Mr. Daniel W. Wilson, Partner
Contact Information
Principal: Mr. Robert T. Dignan, President
Business Category

Investment Advisory Service Financial Services Estate Planning & Management Financial Planning Consultants Investment Advice (NAICS: 523930)

Industry Tips
Advanced Fee Loans Avoiding Fraudulent Tax Preparation Counterfeit Currency Credit Card Accountability, Responsibility and Disclosure (CARD) Act Credit-Budgeting Made Easy
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BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.