Cedar Brook would like to introduce you to our unique approach to planning. We call it The Humanity FactorTM.…
Humanity: the quality of kindness; of being human.
Factor: one who actively contributes to an accomplishment or result.
The Humanity Factor is our belief that by honoring you as the central figure in your own planning, together we can achieve unprecedented results.
- Objective: As an independent firm, our professionals focus on our clients’ best interests.
- Service oriented: We provide highly customized solutions; each of our clients is unique.
- Professionals: Our 70-plus professionals offer clients deep experience in each of our business practice areas.
- Financial Planning
- Wealth Management
- Retirement Plans
- Employee Benefits
- Insurance and Risk Assessment
- Business Owners
- Corporate Executives
- Individuals and Families
- Service Firms and Small Businesses