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Our Team

We serve nationwide from our offices in New York and Texas.

Austin-Map

1310 RR 620 South, Suite B195, Room 1
Lakeway, TX 78734

Office: 737-443-4300

Meet the Austin Team.

Houston-Map

106 Playmoor Place
Montgomery, TX 77316

Office: 936-276-6005

Meet The Woodlands Team.

Jamestown-Map

15 Dunham Ave
Jamestown, NY 14701

Office: 716-708-1059

Meet the Jamestown Team.

Olean-Map

516 Main St
Olean, NY 14760

Office: 716-376-0014

Meet the Olean Team.

Temple-Map

10156 Windy Pointe Dr
Temple, TX 76502

Office: 254-935-3383

Meet the Temple Team.

Helping you be you.

Pursue a purpose-filled life.

​Schedule a Consultation

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Cedarwood Financial Partners Austin, Houston, & Temple, Texas | Jamestown & Olean, New York

This communication is strictly intended for individuals residing in the states of AL, CO, FL, GA, IN, MA, ME, MO, NY, OH, OK, TX, UT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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