Cedar Brook Financial Partners

Experienced Financial Services Professional Joins Cedar Brook Financial Partners

Joshua S. Melda, CFP joins Cleveland-based wealth management firm following career at one of the country’s largest banks.

Cedar Brook Financial Partners Promotes Barbara Pal

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.

Cedar Brook Financial Partners' Barbara Baxter Celebrates 20th Anniversary

Partner of one of Cleveland’s largest independent wealth management firms has 20 years of experience delivering comprehensive financial services to her clients.

Buzek Wealth Advisors Joins Cedar Brook Financial Partners

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.

Buzek Wealth Advisors Joins Cedar Brook Financial Advisors

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.

Cedar Brook Financial Partners Welcomes Retirement Plans Specialist Christine Sivak

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.

Cedar Brook Financial Partners' Megan Farnsworth Celebrates 5th Anniversary

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.

Pay $5 to Wear Jeans to Work at Cleveland-based Cedar Brook Financial Partners

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.

Cedar Brook Financial Partners LLC Announces Major Expansion

Cleveland-based Cedar Brook’s merger with The Professional Advisor Group, LLC, increases its geographic footprint and capabilities.

Cleveland Financial Advisor Howard Slater Earns Coveted Master of Science in Financial Services Degree

Cleveland financial advisor Howard Slater, founder and partner of Cedar Brook Financial Partners, adds another academic designation to his list of accomplishments.