Welcome to Ceponis Financial Group

At Ceponis Financial Group, we endeavor to re-define how financial advice is given to clients. With 15 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!
 

"The Five Biggest Mistakes Small Business Owners Make with Social Security" 

Do you know when deploy your social security benefits?  Do you know how to integrate social security with other sources of retirement income to combat inflation and longevity?  David Ceponis will discuss the issues small business owners face in the seminar entitled "The Five Biggest Mistakes Small Business Owners Make with Social Security."  The seminar will be hosted on Tuesday June 5, 2012, at the Wilton Library.  To learn more details and to register for the seminar, please visit the Wilton Library website. 
The first 15 registrants will receive a complimentary copy of "The Baby Boomer's Guide to Social Security."

Does your money have a mission?

Do you really know . . . . .

How and how much you pay for financial help?Fair

Exactly what your money is supposed to do?Purposeful

What your advisor is telling you?Understandable

What you own and at what risk?Transparent