Partner of one of Cleveland’s largest independent wealth management firms has 20 years of experience delivering comprehensive financial services to her clients.
Cleveland, OH -- (SBWIRE) -- 05/14/2012 -- Cedar Brook Financial Partners LLC is pleased to announce that Barbara Baxter, Partner, is celebrating her twentieth anniversary in the financial services industry. Cedar Brook, one of the region’s largest independent wealth management firms, offers a wide range of customized financial solutions for individuals and business owners who need to manage their wealth through retirement.
Ms. Baxter has dedicated her career to providing customized long term care, retirement, investment, estate and insurance planning services for her clients. A published author on the subject of long term care planning, Ms. Baxter is often asked to share her expertise as a speaker for professional organizations in Northeast Ohio.
“Barbara’s vast knowledge and experience in financial services makes her an invaluable financial advisor. We’re thrilled to celebrate her 20 year anniversary at Cedar Brook,” said Azim Nakhooda, Managing Principal/CEO of Cedar Brook Financial Partners.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, and Naples, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in Northeast, OH, according to Crain’s Cleveland Business 2011. Cedar Brook’s now sixty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2011 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., a SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.
Contact Us: 888-4-SBWIRE (US) - 920-593-5640 (International)