Cedar Brook is one of the Cleveland region’s largest independent wealth management firms. We differ from many other firms because:
- 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 50-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