Cedar Brook

Cleveland-based wealth management firm partners, Craig Gabel and Christine Sivak, offer tips to “spring clean” a retirement plan.

Cleveland-based, Cedar Brook Financial Partners announces that partners help educators understand the upcoming changes in their pension plans.

Cleveland-based wealth management firm partner, Bill Hawke, participates in athletic events to raise money for cancer research.

Client-relationship professional, Jackie Wylen, joins the Employee Benefits Division of the Cleveland-based wealth management firm.

Kelly Smith, veteran financial services professional, joins the Cleveland-based wealth management...

Cedar Brook Financial Partners, LLC is pleased to welcome Lucy Skillicorn, Executive Assistant to Ted Lorenzen, ChFC® and Anthony Podojil, PhD, Partners of the Cleveland-based wealth management firm. Ms.

Cedar Brook Financial Partners, LLC is pleased to welcome Wayne Salsbury, Associate to David Robertson, CFP®, JD, a Partner of the Cleveland-based wealth management firm. At Cedar Brook, Mr.

David Robertson, financial services advisor at one of the region’s largest independent wealth management firms, celebrates 20 years of service.

Cleveland-based wealth management firm’s Director of Employee Benefits celebrates 20th anniversary with launch of a value-add web portal for employees.

Over one hundred teens from Northeast OH participated in first Israel Defense Force Leadership Development Program sponsored by Cedar Brook Financial Partners and developed through BBYO, the world’s leading Jewish teen movement.