CedarPoint Investment Advisors, Inc.

Resources > Concierge Service

As much as we may not like to admit it, we are not experts in every topic. Given the nature of our society today, there are simply times that a highly skilled professional is required if the task is to be handled with the greatest level of technical proficiency.  We are very fortunate to have at our disposal a number of very special individuals who meet our standards for technical expertise, attention to detail, and personal attention to our clients.  As with any relationship, different personalities fit together in different ways, so it is always in your best interest to speak with more than one professional.  Having said that, however, these individuals come with our very highest recommendation.

Attorneys

Estate Planning & Probate Attorney

  • Peter N. Brusky, Brusky & Sjostrom SC, 2300 No. Mayfair Rd., Milwaukee WI 53226.  You can reach Attorney Brusky at (414) 259-0010 or at:  www.lawyers.com/bruskysjostrom
  • Joanne M. McCormack, Attorney at Law, S.C., 835 Geneva Parkway North, Suite #1,  Lake Geneva, WI 53147.  Atty. McCormack is licensed to practice law in the states of Wisconsin and Illinois, and can be reached at (262) 248-6600 or info@mccormacklaw.info

Divorce, Mediation, & Family Law Attorneys

  • Kathleen Baird, 2300 N. Mayfair Rd., Milwaukee, WI  53226.  You can reach Atty. Baird at (414) 774-4490 or at her website: www.kbairdlaw-mediation.com
  • Catherine Downing, 2074 Galisteo, Santa Fe, NM  87505.  You can reach Atty. Downing at (505) 820-1515 or at www.DowningLawFirm.com

Elder Law/Title XIX Attorney

  • Andrew P. Brusky, Brusky & Sjostrom SC, 2300 No. Mayfair Rd., Milwaukee WI 53226.  You can reach Attorney Brusky at (414) 259-0010 or at:  www.lawyers.com/bruskysjostrom

Real Estate & Commercial Law Attorney

  • Kevin J. Sjostrom, Brusky & Sjostrom SC, 2300 No. Mayfair Rd., Milwaukee WI 53226.  You can reach Attorney Sjostrom at (414) 259-0010 or at: www.lawyers.com/bruskysjostrom

Personal Injury Law/Medical Malpractice

  • Timothy M. Whiting & Michael J. Goldberg, Whiting Law Group, Ltd., One E. Wacker Dr., Suite #2300, Chicago, IL 60601.  The Whiting Law Group is able to practice in both Wisconsin and Illinois and maintains offices in Chicago and Waukegan, Illinois and Kenosha, Wisconsin.  Attys. Whiting  and Goldberg can be reached at (312) 372-1655 or toll free at (877) 936-7200 or at:  www.wlglaw.net 

Certified Public Accountants

Enrolled Agent

Mortgage Lender/Refinancing Specialist

* For purposes of disclosure, we believe that it is only fair to let clients and prospective clients know that members of our firm do utilize many of these providers for our own personal situations.  While we do not receive preferential treatment, special pricing, or any sort of compensation for making these referrals, we believe that this type of open disclosure benefits all parties involved.  We believe that we are blessed to work with the best professional network in this area, so much so that we trust them with our personal needs as well as yours.