Cedar Tree Financial Services

Cedar Tree Financial Services is an independent financial advisory firm dedicated to helping clients pursue their financial goals and navigate the complexities of retirement planning. With a client-centered approach, they provide objective guidance in areas such as asset accumulation, retirement planning, education planning, estate planning, risk management, and tax minimization. They also offer support during important life events such as marriage, parenthood, inheritance management, home buying, and more. Located in Hawthorne, NY, they serve clients in multiple states and are committed to building personalized plans that work for each individual. Securities and advisory services are offered through Commonwealth Financial Network®, while fixed insurance products and services are offered through CES Insurance Agency.