Independent and Comprehensive Wealth Management Expertise

The advisors at Cedar Brook Financial Partners deliver financial planning and wealth management strategies, retirement plan consulting, employee benefit consulting, and insurance and risk management services designed to meet each of our client’s individual needs.

We’re one of the largest independent wealth management firms in the Cleveland region. Our independent structure allows us to develop individualized, comprehensive financial plans that are built around our clients’ needs rather than being limited by the products a single company has to offer.

Cleveland Financial Planners Cedar Brook Financial

News

 

5.1.13

Cedar Brook Financial Partners Welcomes Jo Ross

Client-relationship professional, Jo Ross, joins Cedar Brook Financial Partners.

> Read More

4.26.13

Cedar Brook Financial Partners' Rebecca Bar-Shain, CFP, MBA, Teaches Business Owners About The Most Critical Financial Portfolio

Cleveland-based wealth management firm partner, Rebecca Bar-Shain, helps clients understand the role of their risk management portfolio.

> Read More

 
 
 
5885 Landerbrook Drive, Suite 200
Cleveland, OH 44124
P: 440.683.9200 | F: 440.683.9100 		6960 Orchard Lake Road, Suite 120
West Bloomfield, MI 48322
P: 248.538.1616 | F: 248.932.0205 		15300 Pearl Road, Suite 201
Strongsville, OH 44136
P: 800.922.6931 | F: 440.238.6143 		14710 Tamiami Trail N., Suite 102
Naples, FL 34110
P: 239.384.5100 | F: 239.431.7805