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    ADV and Privacy Policy Updates

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

    ADV Part 2 dated 4-21-2021

    ADV Part 3 dated 3-30-2021

    Cedar Brook Privacy Policy Notice

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    • Individuals and Families
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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
    6960 Orchard Lake Road, Suite 120 West Bloomfield, MI 48322  |  248.598.7331  |  248.598.7332
    15300 Pearl Road, Suite 130 Strongsville, OH 44136  |  440-238-6845

    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