Frank Legan Joins Cedar Brook Financial As Partner
CLEVELAND, OH, May 26, 2010 – Cedar Brook Financial Partners LLC (www.cedarbrookfinancial.com) 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.
"Frank comes to us with tremendous experience developing customized lifetime income, investment and estate plans. His dedication to his customers aligns beautifully with our culture. We're thrilled that he joined our team," explained Michael Perlmuter, Cedar Brook Managing Principal.
"Cedar Brook's collegial environment and tremendous intellectual capital are what drew me in. I'm excited to be part of a team that's dedicated to developing personalized plans that are all about the individual client's specific needs, risk profile and financial goals. It's all about delivering an outstanding client experience, now and for many years in the future," said Legan.
About Cedar Brook Financial Partners LLC
Headquartered in Cleveland, OH, Cedar Brook Financial Partners LLC is one of the largest independent wealth management firms in Northeast, OH. Cedar Brook’s fifty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs. Physicians, corporate executives, privately held business owners, and families consider their Cedar Brook advisor to be their personal CFO. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.
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