The Professional Advisor Group Announces Major Expansion
WEST BLOOMFIELD, MI November 1, 2011 – The Professional Advisor Group, LLC, is pleased to announce a major expansion due to a merger with Cedar Brook Financial Partners, LLC, one of Northeast Ohio’s largest independent wealth management firms. The Professional Advisor Group has offices in West Bloomfield, MI, and Naples, FL. Cedar Brook’s fifty professionals are located in Cleveland, OH. Cedar Brook’s wide range of financial planning and wealth management services complement The Professional Advisor Group’s years of experience planning for individuals, families, and business professionals, and working with family-offices.
“Cedar Brook’s broad expertise, experienced financial advisors, and tremendously loyal client base make it a very attractive partner,” explained Gregg Fortune, CFP®, CFS, AEP, and managing principal of The Professional Advisor Group. “Importantly, they share our passion for providing fabulous service and smart financial counsel to their clients. It’s a win-win for everyone,” continued Fortune.
“We’re proud to partner with Gregg and his top-notch team. Together we can offer clients with truly personal, customized service in the Cleveland, West Bloomfield, and Naples’ areas. With over sixty professionals, we are in the unique position to deliver a broad range of financial services along with unbiased investment strategies to help our clients achieve their life-long financial goals,” said Azim Nakhooda, Cedar Brook Financial Partners, managing principal.
About The Professional Advisor Group, LLC
Headquartered in West Bloomfield, MI, with an office in Naples, FL, The Professional Advisor Group serves individuals, families, and business professionals in all areas of wealth management. It has established strategic alliances with CPAs, attorneys, and other professional service providers to provide its clients with comprehensive financials services’ expertise. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., a SEC Registered Investment Advisor. The Professional Advisor Group, LLC and the Securities America companies are not affiliated.