Thanksgiving to New Years Eve is an important season in our business! Between tax planning, retirement contributions and goal-planning, a lot happens over the last few months of the year. Here is our checklist of 10 financial steps to take as 2024 comes to a close.
关于我们
Cedrus Wealth Group is a full service financial planning company. We specialize in integrating retirement, tax, insurance, healthcare and generosity into a plan that is efficient and simple so you can “Steward Life Well”!
- 网站
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www.Cedruswealthgroup.com
Cedrus Wealth Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Andover，Minnesota
- 类型
- 私人持股
- 创立
- 2024
地点
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主要
获取路线
1887 Station Pkwy NW
US，Minnesota，Andover，55304
Cedrus Wealth Group员工
动态
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Today we honor veterans for their courage and sacrifice. Thank you for defending our freedoms and inspiring us with your service. We are forever grateful. #VeteransDay #ThankYouVeterans
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?? Happy Autumn from Cedrus Wealth Group! ?? In the Fall, we enjoy the crisp air and vibrant colors. Simultaneously, we are reminded of the Winter that is soon to come. This season is a time for planning and preparation. Let it be a reminder that your financial future deserves attention, care, and organization. Let’s work together to make this a season of gratitude! #HappyAutumn #StewardsofWealth
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What a Great celebration of our clients and the Grand opening of our new space! Thank you to all 185 clients, friends and family that showed your support! We Packed 200 Hygene Kits for a homeless event, ate amazing food from White Rabbit and finished with shirts and Cookies made by Lindy Greenwald! Thanks to all our team who showed up to help out! Cedrus Wealth Group Denise Spleiss Peyton Chapman Joe Bertilson Jim Nelson Giovanni Santiago
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Proud to serve our Community!
One of our goals is to do events with purpose, so with our Grand opening this Thursday we partnered with Convoy of Hope and bought 200 hygiene kits. Faith Brielle and Sophie were excited to get our tables set up and ready for our clients to come pack some kits! These will be distributed through 2 great MN Non-profits, Family Promise, Inc and 3000 acts of Kindness giving them to families and homeless people in need. If you would like to come see what we are about, feel free to RSVP to our grand opening this Thursday. https://lnkd.in/gsVznnj6 #StewardLifeWell #GrandOpening
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