Jeffrey Cedarholm (BS, CFP®, ChFC®, CIMA®, CLU)

Jeffrey Cedarholm focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Longview Financial Advisors, Inc. uses a team approach for comprehensive planning to help clients achieve their goals.  The planning areas addressed for almost all clients are goal setting, cash flow management, risk mitigation, retirement planning, estate planning, tax planning and investment management.  In addition, we have help clients with special needs such as tax efficient charitable gifting, setting up scholarship to memorize a lost loved one, refinancing mortgages, etc.

NAPFA Start Date

September 17, 1999

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This Office

110 Bay St Gadsden, AL 35901-5229 Phone: (256) 547-7237 Fax: (256) 543-2374