Posted on Tuesday, June 19, 2012 at 12:52 pm CDT
Joshua S. Melda, CFP joins Cleveland-based wealth management firm following career at one of the country’s largest banks.
Source: Cedar Brook Financial Partners
Posted on Friday, May 18, 2012 at 10:43 am CDT
Barbara Pal, a 33-year industry veteran, is recognized for her commitment to serving clients. Cleveland-based Cedar Brook Financial Partners is one of the region's largest independent wealth management firms.
Source: Cedar Brook Financial Partners
Posted on Monday, May 14, 2012 at 11:32 am CDT
Partner of one of Cleveland’s largest independent wealth management firms has 20 years of experience delivering comprehensive financial services to her clients.
Source: Cedar Brook Financial Partners
Posted on Wednesday, May 02, 2012 at 2:00 pm CDT
Buzek Wealth Advisors is pleased to announce that it is joining Cedar Brook Financial Partners, one of the largest wealth management firms in Northeast Ohio, according to Crain’s Cleveland Business 2011 study. The affiliation enables Buzek Wealth Advisors to increase its professional staff and areas of expertise.
Source: Cedar Brook Financial Partners
Posted on Monday, March 19, 2012 at 2:08 pm CDT
Cedar Brook Financial Partners LLC is pleased to announce that Buzek Wealth Advisors is joining the Cleveland-based wealth management firm. The merger enables Cedar Brook, one of the region’s largest independent wealth management firms, to once again increase its professional staff and areas of expertise.
Source: Cedar Brook Financial Partners
Posted on Wednesday, March 14, 2012 at 1:14 pm CDT
Cedar Brook Financial Partners LLC is pleased to announce that Christine Sivak has joined the firm as a Partner. Cedar Brook, one of the region’s largest independent wealth management firms, offers a wide range of customized financial advising services which individuals and business owners need to manage their wealth through retirement.
Source: Cedar Brook Financial Partners
Posted on Friday, March 09, 2012 at 10:14 am CST
Cedar Brook Financial Partners LLC is pleased to announce that Megan Farnsworth, Senior Account Manager of the Firm’s Employee Benefits Division is celebrating her fifth anniversary in the financial services industry. Cedar Brook, one of the region’s largest independent wealth management firms, offers the wide range of customized financial advising services individuals and business owners need to manage their wealth through retirement.
Source: Cedar Brook Financial Partners
Posted on Wednesday, February 08, 2012 at 3:30 pm CST
For the fifth consecutive year, Cedar Brook Financial Partners LLC (cedarbrookfinancial.com), one of the region’s largest independent wealth management firms, raises money for the American Heart Association’s Go Red for Women Campaign. The annual Go Red for Women Campaign was founded to raise awareness and funds to help reduce heart disease in women.
Source: Cedar Brook Financial Partners
Posted on Friday, January 06, 2012 at 10:51 am CST
Cleveland-based Cedar Brook’s merger with The Professional Advisor Group, LLC, increases its geographic footprint and capabilities.
Source: Cedar Brook Financial Partners
Posted on Wednesday, November 16, 2011 at 10:33 am CST
Cleveland financial advisor Howard Slater, founder and partner of Cedar Brook Financial Partners, adds another academic designation to his list of accomplishments.
Source: Cedar Brook Financial Partners