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      • The Humanity FactorTM
      • Mine Your Bliss
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    ADV and Privacy Policy Updates

    Open links to view the updated ADV Disclosure and Privacy Policy Notice.

    ADV Part 2

    ADV Part 3

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  • Services

    • Who we serve
    • How we serve
    • Individuals and Families
    • Closely-Held Companies and Corporations

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  • © Cedar Brook Financial Partners, LLC. All rights reserved. | Disclosures

    • Cedar Brook Financial Partners

    5885 Landerbrook Drive, Suite 200 Cleveland, OH 44124  |  440.683.9200
    8615 Richardson Rd # 200, Commerce Twp, MI 48390 |  248.598.7332
    20250 Harper Avenue, Harper Woods, MI  48225 |  248.598.7331
    14 West Market Street, Bethlehem, PA 18018 | 610-997-8780

    Check the background of this investment professional on FINRA’s BrokerCheck.
    To view our Client Relationship Summary – click here

    Why we serve

    • The Humanity FactorTM
    • Mine Your Bliss
    • Cultivate Your Contributions
    • The Leadership Lever

    Our Services

    • Who we serve
    • How we serve
    • Individuals and Families
    • Closely-Held Companies and Corporations

    Company

    • Leadership
    • Our Team
    • Contact us
    • Disclosure
    • Careers

    • Follow Cedar Brook

    Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities.

    © Cedar Brook Financial Partners, LLC. All rights reserved.
    charles SCHWAB
    Client Center