ReleaseWire Connect

Cedar Brook Financial Partners LLC is pleased to announce that Shannon Barry has joined the firm as a client manager of the Retirement Plans Division. Prior to her new role at Cedar Brook, Ms. Barry served as a senior manager at Oswald Financial, Inc. At Oswald, Ms. Barry was responsible for researching, developing, and conducting educational programs for clients on retirement planning. Ms. Barry also played an instrumental role in providing the firm’s clients with analyses of investment funds and retirement tools.

Holistic financial planner, Mark Munday, has helped hundreds of small business owners and young professionals develop customized financial plans over the past 15 years.

Investment strategist, Azim Nakhooda, has developed customized investment plans for hundreds of clients over the past 15 years.

Employees at the Cleveland wealth management firm pay to wear jeans to work to support MedWish

American Association for Long-Term Care Insurance selects Cedar Brook's Eric Rubin to Receive 2011 Achievement Award

Cedar Brook partners Azim Nakhooda and Peter Franz are selected for elevated roles at one of region's largest wealth management firms.

Craig Gabel, a partner with the Cleveland financial planning firm Cedar Brook Financial Partners, LLC, celebrates his 20 year anniversary this month. Gabel is a partner and client manager in Cedar Brook Financial’s Retirement Plans Division.

Richard Anderson, a partner with the Cleveland wealth management firm Cedar Brook Financial Partners, LLC, celebrates his 35th year anniversary in the financial services business this month. Anderson is the director of the retirement plan division of Cedar Brook Financial Partners.

Cleveland wealth management firm partner earns securities license that entitles him to sell managed futures.

Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms, conducted a firm-wide program to raise donations for the American Heart Association's Go Red for Women Campaign.