News

Cedar Brook Group's, Azim Nakhooda, is a guest advisor in Cleveland Crain's where he discussed politics and portfolios in the future.

Cedar Brook Group LLC, is pleased to announce that Azim Nakhooda, Partner and Principal, is celebrating his twentieth anniversary serving clients in the financial services industry.

Azim Nakhooda, Cleveland financial advisor, explains wealth redistribution and its impact.

Azim Nakhooda, Cleveland financial advisor and student of the millennial generation, identifies the generation’s take on risk management.

Azim Nakhooda, Cleveland financial advisor, provides commentary on the global markets.

Azim Nakhooda, Cleveland financial advisor and ardent supporter of the Arthritis Foundation, starts a 2yr term on the national investment committee.

Elite Business Advisors Earn Prestigious CEPA Designation

Howard Slater, Cleveland financial advisor, author and community volunteer, teaches high school students at two independent day schools, key fundamentals of financial planning.

Financial Advisor, Frank Legan, is Appointed to Securities America's Special Advisory Council

Cedar Brook's Judi Hernandez was featured on the cover of Connect Magazine.

NAPA recognizes Cleveland's Christine Sivak as one of an elite group of female financial advisors who are making significant contributions to the field.

Cedar Brook’s Frank Legan joins the Catholic Charities Diocese of Cleveland as a Board Member to contribute to the community.

Cedar Brook Financial Partners will be closed on Wednesday, July 15th in a company-wide celebration of our 10 year anniversary.

For the fifth year in a row, Cedar Brook Financial Partners, LLC has been proudly named one of Cleveland's "Top Workplaces" in The Plain Dealer.

Rebecca Bar-Shain, a partner at one of the region's largest independent wealth management firms, Cedar Brook Financial Partners LLC, will be one of four panelists at the Women in Finance event June 4 at the Cleveland Racquet Club in Pepper Pike.

Cleveland financial advisor, Howard Slater, served as a Junior Achievement volunteer and entrepreneur mentor for high school students.

Cedar Brook Financial Partners will be speaking at The Ohio Society of CPA's CPE Conference at Youngstown State University

Veteran financial advisor, Howard Slater, mentors students in Cleveland’s College Now college-prep program.

Veteran Cleveland-based financial planner, Howard Slater, teaches Laurel School and Fuchs Mizrachi School students financial literacy life skills.

William R. Hawke, CFP® attended the Securities America 2014 Managed Money Conference, an annual event offered by invitation only.

Three of our Cedar Brook team members will be speaking at the Not-For-Profit Leadship Symposium in Cleveland, Ohio on October 10, 2014.

National organization recognized Cleveland's Rebecca Bar-Shain as one of an elite group of financial advisors who effectively serve women clients.

Frank Legan, Partner at Cedar Brook Financial Partners, is honored in Highland Heights for his service on City Council as this was his last meeting after serving the communicty for the past eight years.

Over one hundred Ohio teens attended BBYO’s second annual Leadership Training Institute sponsored by Cedar Brook Financial Partners.

Cedar Brook Financial Partners' Advisor, Anothony Podojil, is quoted in Financial Advisor IQ article on why Public-Sector Workers are an Opportunity for Advisors.

Financial planner volunteers to further the mission of The Gathering Place, Cleveland's nonprofit, community-based cancer support center.

Financial planner Howard Slater, MBA, MSFS®, CFP®, ChFC®, CLU, founder and partner of Cedar Brook Financial Partners, generously volunteers to help Cleveland students.

Cleveland Crain's features Michael Primerano of Cedar Brook Financial Partners on How to maximize the value of your charitable gifts

Shyness Has Nothing To Do With It - A field guide to identifying and communicating with introverted and extroverted clients

Employees are not grabbing access to retirement plans.

Cleveland-based Cedar Brook Financial Partners is selected as a "best place to work".

Highland Heights councilman of eight years Frank Legan says he won't seek re-election in the fall.

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

Cleveland-based wealth management firm 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 firm.

Lucy Skillicorn joins Cleveland-based wealth management firm as an Executive Assistant for Partners Ted Lorenzen, ChFC and Anthony Podojil, PhD.

Spring-cleaning your organziation's retirement plan

Wayne Salsbury joins Cleveland-based wealth management firm as an Associate to Partner, David Robertson.

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

Wealthy may defer income, curb some spending after U.S. cliff deal.

Cleveland-based wealth management firm's Director of Employee Benefits offers clients another value-add, a web portal for employees.

Over one hundred teens from Northeast Ohio 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.

Veteran financial services advisor, Ted Lorenzen, ChFC and former superintendent, Dr. Anthony Podojil, Ph.D specialize in the particular financial issues faced by educators and other public employees.

Death and Taxes in 2013 - The Looming Federal Estate Tax Change

Cleveland Crain's features David Robertson in article titled "Thinking About Retiring? Timing is Key."

Cedar Brook - Cleveland Crain's Features Michael Primerano on Three Year-End Financial Planning Tips

Cedar Brook's Azim Nakhooda Interviewed for Crain's Succession Planning Article

Linda Parker joins Cleveland-based wealth management firm as Executive Assistant to Firm Principal, William Glubiak

Unpredictable market climates call for non-traditional, forward thinking investment strategies

New Retirement Fee Rules Allow Better Provider Comparison

Cleveland-based wealth management firm adds client service specialist, Jennifer Falb, to further enhance their clients' experience.

Cleveland-based Cedar Brook Financial Partners financial planner, Rebecca Bar-Shain, has earned the esteemed CFP Certification.

Cleveland-based Cedar Brook Financial Partners is selected as a "best place to work".

The American Association for Long-Term Care Insurance selects Cedar Brook's Eric Rubin to receive the 2012 Achievement Award for a second year in a row.

Joshua S. Melda, CFP® joins Cleveland-based wealth management firm following career at one of the country’s largest banks

Barbara Pal, a 33-year industry veteran, is recognized for her commitment to serving clients

Partner of one of Cleveland’s largest independent wealth management firms has 20 years of experience delivering comprehensive financial services to her clients.

Cleveland-based Cedar Brook Financial Partner's merger with Buzek Wealth Advisors increases its geographic footprint and capabilities.

Cleveland wealth management firm adds Partner Christine Sivak to further expand its retirement plan consulting capabilities.

Identity Theft Protection - What it is and how you can prevent it.

Senior Account Manager of the Cleveland-based wealth management firm’s Employee Benefits Division hits 5-year career milestone.

For 5th year in a row, wealth management firm raises money for American Heart Association's Go Red for Women Campaign.

Cleveland-based Cedar Brook’s merger with The Professional Advisor Group, LLC, increases its geographic footprint and capabilities.

Peter Franz, Chief Investment Officer, is now a member of the Boys & Girls Club of Cleveland Bridge Board.

David Robertson, JD, CFP, and Partner of Cedar Brook Financial Partners elected to board of Northeast Ohio Chapter of Financial Planning Association®

Howard Slater earns master's degree in financial services.

David Robertson, JD, CFP, and Partner of Cedar Brook, has been elected to the Board of Directors of the Northeast Ohio Chapter of the Financial Planning Association.

Shannon Barry joins Cedar Brook Financial Partners as a Client Manager of the Retirement Plans Division.

The Professional Advisor Group's merger with Cleveland-based Cedar Brook Financial Partners increases its geographic footprint and capabilities.

William Hawke, a Cedar Brook Financial Partners principal, and his family have set a goal of raising $100,000 over the next five years for the Leukemia & Lymphoma Society (LLS).  This year, the family hopes to raise over $20,000 as they participate in a variety of athletic challenges.

Holistic financial planner, Mark Munday, has helped hundreds of small business owners and young professionals develop customized financial plans over the past 15 years.

Cedar Brook Financial Partners' managing partner and chief investment strategist, Azim Nakhooda, has developed customized investment plans for hundreds of clients over the past 15 years.

Cedar Brook Financial, LLP was ranked high on the Cleveland Plain Dealer's list of the best small companies to work for in Cleveland.

Investment strategist, Azim Nakhooda, is chosen to speak on hot finance topics at Ohio Treasury’s summer conferences.

Employees at the Cleveland wealth management firm pay to wear jeans to work to support MedWish.

Wealth management firm American Association for Long-Term Care Insurance selects Cedar Brook's Eric Rubin to receive 2011 Achievement Award.

Cedar Brook partners Azim Nakhooda and Peter Franz are selected for elevated roles at one of region’s largest wealth management firms.

Cedar Brook's Director of Retirement Plans Division, Richard Anderson, is quoted in an informative article copied here (with permission) from Investment News.

 April marks 20th anniversary of Cleveland wealth manager's financial planning career.

Wealth management firm partner earns securities license that entitles him to sell managed futures.

Wealth management firm financial planner, community volunteer, and Wharton MBA receives annual Firm award and community award for outstanding service.

Wealth management firm supports national effort to help women live longer, heart-healthy lives.

15-year industry veteran is recognized for his retirement planning expertise.

Local advisor Howard Slater co-authors book that provides financial planning tools for improved decision making.

Expert medical ombudsman joins wealth management firm.

Cedar Brook Financial Partners LLC has announced its first Life Insurance Roadshow will be held October 4-8 at its offices in Cleveland, OH.

ACT Announces 51st Season Sponsors

Advisor Joins one of the Region's Premier Independent Wealth Management Firms.

Is it better to contribute to a 401(k) or a Roth IRA? Ask the Expert

Cedar Brook Financial Partners LLC announced that Frank Legan has joined the firm as a Partner. Prior to his new role at Cedar Brook, Legan was a financial advisor in the private client groups at Merrill Lynch and National City/PNC investments.

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