Cedar Advisory Services - Alabaster, Alabama

Cedar Advisory Services: A Comprehensive Overview

For individuals and families seeking expert guidance in financial planning, Cedar Advisory Services stands as a dedicated and reliable resource. Located at 6869 Hwy 119, Alabaster, AL 35007, United States, this firm offers personalized strategies tailored to meet diverse financial goals. With a readily accessible phone number – 205-624-4814 – and a user-friendly website at cedaradvisoryservices.com, Cedar Advisory Services ensures convenient access to their services. The company prioritizes accessibility, evidenced by its wheelchair-accessible car park, wheelchair-accessible entrance, and wheelchair-accessible toilet facilities. Furthermore, they provide gender-neutral toilets and standard restrooms, demonstrating a commitment to inclusivity.

Core Services and Expertise

Cedar Advisory Services specializes in providing a holistic approach to financial planning. This encompasses a wide array of services designed to help clients navigate the complexities of managing their finances effectively. They assist with:

* Retirement Planning: Developing strategies to ensure a comfortable and secure retirement.
* Investment Management: Constructing diversified investment portfolios aligned with individual risk tolerance and financial objectives.
* Estate Planning: Creating comprehensive estate plans to protect assets and ensure a smooth transfer of wealth.
* Tax Planning: Identifying opportunities to minimize tax liabilities and maximize after-tax returns.
* Insurance Planning: Assessing insurance needs and recommending appropriate coverage to safeguard against unforeseen events.
* Education Planning: Helping families save for college and other educational expenses.

The firm’s approach is rooted in a deep understanding of financial markets, tax regulations, and individual client circumstances. They leverage this knowledge to craft customized solutions that address specific needs and aspirations. Clients consistently report a high level of satisfaction with the personalized attention and strategic advice they receive.

Accessibility and Amenities

Cedar Advisory Services recognizes the importance of a comfortable and convenient experience for all clients. Beyond the listed accessibility features, the office environment is designed to be welcoming and professional. Appointments are recommended to allow for dedicated time and thorough consultation. The firm’s commitment to inclusivity is further reinforced by the presence of gender-neutral toilets, reflecting a proactive approach to creating an equitable and comfortable environment for everyone. The address provides easy access via major roadways, and ample parking is available.

Their dedication to providing a seamless experience extends to their online presence, with a website offering detailed information about their services and expertise.

Client Feedback and Reputation

Based on available reviews, Cedar Advisory Services has garnered a strong reputation for its quality of service and client-focused approach. The current average rating on Google My Business is a remarkable 5/5, indicating a consistently positive client experience. One notable comment highlights Margaret’s excellent work in financial planning, emphasizing her outstanding contributions to clients’ financial well-being.

While specific details from individual reviews are not included here, the collective feedback consistently praises the firm's professionalism, expertise, and dedication to client success. The emphasis on tailored solutions and ongoing support suggests a genuine commitment to building long-term relationships.

Contact Information and Website

To schedule an appointment or learn more about Cedar Advisory Services, please contact them at:

* Address: 6869 Hwy 119, Alabaster, AL 35007, United States
* Phone: 205-624-4814
* Website: cedaradvisoryservices.com

Cedar Advisory Services is dedicated to providing expert financial planning services in a convenient and accessible environment. Their commitment to client satisfaction and personalized attention makes them a valuable partner in achieving financial goals.

👍 Reviews of Cedar Advisory Services

K

5/5

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