Cedar Brook Group

Description

• When we founded Cedar Brook in 2005, our mission was to overcome a prevailing challenge facing families who wished to plan for and manage their financial affairs. Our industry leads consumers to view planning through a filter of numbers first and foremost. These number-centric conversations are so hollow it becomes tough to get grounded about what makes sense for you personally. How can a plan truly serve you if its developed in a vacuum of context?We believe the solution lies in a philosophy and an approach that weve coined The Humanity FactorTM. Anyone can chase return or design fancy financial products. In contrast, The Humanity Factor is about learning who you are as an individual, husband, wife or parent; as a leader, mentor or philanthropist. Its about your relationships, your lifes work, your passions or your contributions. Its about the families, the advisors and the firm working together toward a common purpose: to honor you as the central figure of your own planning. Only when we know who you are can we prudently and wisely advise you on where to go. We invite you to learn more about how we can help by visiting us at www.cedarbrookfinancial.com. Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners, LLC dba Cedar Brook Group and the Securities America companies are not affiliated.Cedar Brook Financial Partners, LLC was recently highlighted as the 18th best small company to work for by the Cleveland Plain Dealer. We are proud to have achieved this recognition and strive to rise on the list.Securities licensed in: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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  Headquarters:5885 Landerbrook Drive Suite 200, Cleveland, Ohio, United States

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  Phone Number: +1 440-683-9200

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  Website: https://www.cedarbrookfinancial.com

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  Employees:58

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  Revenue:$1 - 10M

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  Legal Name:Cedar Brook Group

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• |  NAICS Code: 523930  |

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