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Cedar Valley Wealth Management

Cedar Valley Wealth Management


Our Company

Cedar Valley Wealth Management offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Our Commitment

We provide personal service for individuals and business owners at Cedar Valley Wealth Management. Our founder and CEO Juan Rodriguez has been in the financial services business since 1993. He started Cedar Valley Wealth Management, Inc. on June 1, 2010. We believe in service comes first! Our main goal is to listen and take care of the customer. We provide one on one service with a commitment to getting things done in a timely manner. We also take the time to explain and answer question in common everyday words to make sure clients understand and walk away knowing what they are buying.

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Cedar Valley Wealth Management aims to provide a continued education that will strengthen our working relationship.