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Ceponis Financial Group, opened in 1997, endeavors to re-define how financial advice is given to clients. Its founder believes most people highly prize individual attention and care. Thus was borne the company mission statement: To shepherd clients to financial independence.
This mission requires exceptional communication; including meaningful discussion of lifetime goals and challenges, followed by ongoing and integrated investment management.
The firm prides itself on serving a small group of clients, allowing for special attention to each. We strive to be long-term financial advisors who listen well and attend to our clients' needs, simplifying their lives in the process.
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Ceponis Financial Group |
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 About Us
July 05, 2009 @ 01:13 PM
[ Markets | Charts | Quotes | Portfolio ]
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Use this calculator to estimate the cost of your child’s education, based on the variables you input. Use this calculator to estimate how much income and savings you may need in retirement. How much life insurance would you need to produce a sufficient income stream for your family? This Cash Flow Analysis form will help you weigh your income vs. your expenses. |
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Securities offered through Triad Advisors, Inc., member FINRA/SIPC |
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