Ceponis Financial Group

More Info

Where You and Your Money Have a Mission.

General Info

At Ceponis Financial Group, we endeavor to re-define how financial advice is given to clients. With 19 years of customized financial services, we have found people most highly prize individual attention and care. Ceponis Financial Group provides a uniquely intimate client experience delivered through a high staff-to-client ratio and careful attention to what our clients are saying and asking. We strive to understand each individual’s financial situation, and believe that money without a purpose is a burden. We have labored to ensure that our clients and their money have a mission!

Email

Email Business

Services/Products

Financial Planning, Investment Management, Personal Insurance Planning, Long-Term Care, Executive Business Planning, Closely-held Business Planning, Tax Planning, Estate and Testamentary Planning

Payment method

visa, amex, cash, discover, master card

Location

Ceponis Financial Group is located in the building labeled "100B."

Other Link

http://www.ceponisfinancialgroup.com

Categories

Financial Services, Financial Planners, Financial Planning Consultants, Investment Management, Long Term Care Insurance, Retirement Planning Services

Other Information

Wheelchair Accessible: Yes

Parking: Valet

Reviews

Details

Phone: (203) 403-3804

Address: 100b Danbury Rd Suite 203b, Ridgefield, CT 06877

Website: http://www.ceponisfinancialgroup.com