Jul 28, 2016
Azim Nakhooda, Cleveland financial advisor, provides commentary on the global markets.
Jun 29, 2016
Azim Nakhooda, Cleveland financial advisor and ardent supporter of the Arthritis Foundation, starts a 2yr term on the national investment committee.
May 15, 2016
Howard Slater, Cleveland financial advisor, author and community volunteer, teaches high school students at two independent day schools, key fundamentals of financial planning.
May 15, 2015
Cleveland financial advisor, Howard Slater, served as a Junior Achievement volunteer and entrepreneur mentor for high school students.
Feb 27, 2015
Veteran financial advisor, Howard Slater, mentors students in Cleveland’s College Now college-prep program.
Feb 27, 2015
Veteran Cleveland-based financial planner, Howard Slater, teaches Laurel School and Fuchs Mizrachi School students financial literacy life skills.
Sep 10, 2014
National organization recognizes Cleveland’s Rebecca Bar-Shain as one of an elite group of financial advisors who effectively serve women clients.
Jul 14, 2014
Industry expert, author and principal of Cedar Brook Financial Partners, Cleveland’s Howard Slater speaks at national industry conference.
Nov 25, 2013
Cleveland-based financial specialists have taught financial literacy to local students for a combined nineteen years.
Nov 01, 2013
Financial planner volunteers to further the mission of The Gathering Place, Cleveland’s nonprofit, community-based cancer support center.