Cedar Brook Group Named a 2018 Best Places for Financial Advisors by InvestmentNews
Cleveland-based wealth management firm is selected as a “best place to work.” - May 24, 2018
Howard Slater, Principal and Partner of Cedar Brook Group, Attends Invitation-Only Masters Forum
Cleveland-based financial advisor studies industry trends with other top wealth managers in the U.S. - April 19, 2018
Cedar Brook Group’s Azim Nakhooda Celebrates 20th Anniversary
Azim Nakhooda, Cleveland Financial Advisor and a Partner and Principal of Cedar Brook Group celebrates 20 years of service. - December 10, 2016
Cedar Brook Group's Azim Nakhooda Explains Why Wealth Redistribution is a Bad Idea
Azim Nakhooda, Cleveland financial advisor, explains wealth redistribution and its impact. - November 05, 2016
Millennials & Risk Management, a Timely Analysis by Azim Nakhooda, Principal and Partner at Cedar Brook Group
Azim Nakhooda, Cleveland financial advisor and student of the millennial generation, identifies the generation’s take on risk management. - October 27, 2016
Brexit and the Global Economy, a Perspective by Azim Nakhooda, Principal and Partner at Cedar Brook Group
Azim Nakhooda, Cleveland financial advisor, provides commentary on the global markets. - August 28, 2016
Azim Nakhooda, Principal and Partner at Cedar Brook Group, is Elected to the National Board Committee of the Arthritis Foundation
Azim Nakhooda, Cleveland financial advisor and ardent supporter of the Arthritis Foundation, starts a 2 year term on the national investment committee. - July 01, 2016
Cedar Brooks’ Howard Slater Coaches Teens on Financial Literacy
Howard Slater, partner and principal of Cedar Brook Financial Group, and consummate volunteer devoted to teaching financial literacy to students, completed courses at two Cleveland schools. - May 16, 2016
Cedar Brook Financial Partners’ Howard Slater, MBA, MSFS®, ChFC®, CLU, Completes Another Year of Teaching Financial Literacy to Teens
Cleveland financial advisor, Howard Slater, served as a Junior Achievement volunteer and entrepreneur mentor for high school students. - May 16, 2015
Cedar Brook Financial Partners’ Howard Slater, MBA, MSFS®, ChFC®, CLU, Volunteers with College Now
Veteran financial advisor, Howard Slater, mentors students in Cleveland’s College Now college-prep program. - March 01, 2015
Cedar Brook Financial Partners’ Howard Slater, MBA, MSFS®, ChFC®, CLU, is Recognized for His Tremendous Volunteer Work
Veteran Cleveland-based financial planner, Howard Slater, teaches Laurel School and Fuchs Mizrachi School students financial literacy life skills. - February 20, 2015
Cedar Brook’s Rebecca Bar-Shain, CFP®, MBA, is Selected by Women’s Choice Award® as One of Top Financial Advisors in the U.S.
National organization recognizes Cleveland’s Rebecca Bar-Shain as one of an elite group of financial advisors who effectively serve women clients. - September 12, 2014
Howard Slater, CLU®, ChFC®, MSFS®, MBA, is One of Three Top Advisors to Present at Securities America’s Annual Meeting
Industry expert, author and principal of Cedar Brook Financial Partners, Cleveland’s Howard Slater speaks at national industry conference. - July 16, 2014
Cedar Brook Financial Partners’ Rebecca Bar-Shain, CFP®, MBA, Joins The Gathering Place Board
Financial planner volunteers to further the mission of The Gathering Place, Cleveland’s nonprofit, community-based cancer support center. - November 03, 2013
Veteran Cleveland Financial Advisor Teaches Students Fiscal Responsibility
Financial planner Howard Slater, MBA, MSFS®, CFP®, ChFC®, CLU, founder and partner of Cedar Brook Financial Partners, generously volunteers to help Cleveland students. - August 22, 2013
Cedar Brook Financial Partners’ Ryan Olds, CFP®, Graduates from Leadership Lake County
Partner, Ryan Olds, attends prestigious Lake County, OH, community Signature Program. - July 27, 2013
Northeast Ohio’s Plain Dealer Recognizes Cedar Brook Financial Partners Again as a Best Employer
Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work.” - June 19, 2013
Cedar Brook Financial Partners Welcomes Jo Ross
Client-relationship professional, Jo Ross, joins Cedar Brook Financial Partners. - May 03, 2013
Cedar Brook Partners Offer Spring Cleaning Tips for an Organization’s Retirement Plan
Cleveland-based wealth management firm partners, Craig Gabel and Christine Sivak, offer tips to “spring clean” a retirement plan. - April 24, 2013
Cedar Brook Financial Partners’ Ted Lorenzen, ChFC, and Anthony Podojil, PhD, Specialize in Financial Issues Facing Educators
Cleveland-based wealth management firm partners help educators understand the upcoming changes in their pension plans. - April 21, 2013
Cedar Brook Financial Partners’ Bill Hawke Raises $20,000 for Leukemia & Lymphoma Society
Cleveland-based wealth management firm partner, Bill Hawke, participates in athletic events to raise money for cancer research. - April 19, 2013
Cedar Brook Financial Partners Welcomes Jackie Wylen
Client-relationship professional, Jackie Wylen, joins the Employee Benefits Division of the Cleveland-based wealth management firm. - April 14, 2013
Cedar Brook Financial Partners Welcomes Kelly Smith, CFP®
Kelly Smith, veteran financial services professional, joins the Cleveland-based wealth management firm. - March 31, 2013
Cedar Brook Financial Partners Welcomes Lucy Skillicorn
Lucy Skillicorn joins Cleveland-based wealth management firm as an Executive Assistant for Partners Ted Lorenzen, ChFC(R) and Anthony Podojil, PhD. - March 22, 2013
Cedar Brook Financial Partners Welcomes Wayne Salsbury
Wayne Salsbury joins Cleveland-based wealth management firm as an Associate to firm Partner, David Robertson, CFP®, JD. - March 13, 2013
Cedar Brook Financial Partners’ David Robertson, CFP®, JD Celebrates 20th Anniversary
David Robertson, financial services advisor at one of the region’s largest independent wealth management firms, celebrates 20 years of service. - March 02, 2013
Cedar Brook Financial Partners’ Ben Katz Celebrates 20th Anniversary and Launch of findmybenefits.com
Cleveland-based wealth management firm’s Director of Employee Benefits offers clients another value-add, a web portal for employees. - January 02, 2013
Cedar Brook Financial Partners Sponsors First in a Series of BBYO Leadership Development Programs
Over one hundred teens from Northeast OH 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. - December 08, 2012
Cedar Brook Financial Partners Adds High Demand Financial Planning Service for Public Employees
Veteran financial services advisor, Ted Lorenzen, ChFC® and former superintendent, Dr. Anthony Podojil, PhD specialize in particular financial issues faced by educators and other public employees. - December 05, 2012
Cedar Brook Financial Partners' Timothy Lata, CLU(R), ChFC(R) Celebrates 20th Anniversary
Financial services advisor at one of the region’s largest independent wealth management firms celebrates 20 years of delivering individualized financial plans. - November 03, 2012
Cedar Brook Financial Partners Welcomes Linda Parker
Linda Parker joins Cleveland-based wealth management firm as Executive Assistant to Firm Principal, William Glubiak. - October 21, 2012
Cedar Brook Financial Partners' Kristen Moran, CFP(R), is Named Director of Jeremy Cares, Inc.
Kristen Moran, Director of Wealth Strategies for Cleveland-based wealth management firm volunteers to help non-profit expand its footprint in Northeast Ohio. - September 15, 2012
Cedar Brook Financial Partners Welcomes Certified Financial Planner(R) Andrew Denis as Partner
Cedar Brook Financial Partners, LLC (www.cedarbrookfinancial.com) is pleased to announce that Andrew Denis has joined the firm as a Partner. The advisors at Cedar Brook, one of Northeast Ohio’s largest independent wealth management firms, offer a wide range of customized financial advising... - September 06, 2012
Cedar Brook Financial Partners Welcomes Compliance Specialist David Anderson, J.D.
Cedar Brook Financial Partners, LLC (www.cedarbrookfinancial.com) is pleased to announce that David Anderson has joined the firm as Chief Compliance Officer. The advisors at Cedar Brook, one of the region’s largest independent wealth management firms, offer a wide range of customized... - August 05, 2012
Cedar Brook Financial Partners Hires Chief Experience Officer
Cedar Brook Financial Partners, one of Northeast Ohio's largest independent wealth management firms, hired Jennifer Falb as Chief Experience Officer. - July 21, 2012
Cedar Brook Financial Partners’ Rebecca Bar-‐Shain Earns Certified Financial PlannerTM Certification
Cleveland-‐based Cedar Brook Financial Partners financial planner, Rebecca Bar-‐Shain, has earned the esteemed CFP® Certification. - June 23, 2012
Northeast Ohio’s Plain Dealer Recognizes Cedar Brook Financial Partners as a Best Employer in Northeast Ohio
Cleveland-based Cedar Brook Financial Partners is selected as a “best place to work.” - June 20, 2012
Cedar Brook Financial Partners’ Eric Rubin is Recipient of National Achievement Award
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. - June 16, 2012
Experienced Financial Services Professional Joins Cedar Brook Financial Partners
Joshua S. Melda, CFP® joins Cleveland-based wealth management firm following career at one of the country’s largest banks. - June 02, 2012
Cedar Brook Financial Partners Promotes Barbara Pal
Barbara Pal, a 33-year industry veteran, is recognized for her commitment to serving clients. Barbara is a Client Manager for Cleveland-based Cedar Brook Financial Partners. Cedar Brook is one of the region's largest independent wealth management firms. - May 09, 2012
Cedar Brook Financial Partners’ Barbara Baxter Celebrates 20th Anniversary
Barbara Baxter, Partner of Cedar Brook Financial Partners, one of Cleveland’s largest independent wealth management firms celebrates 20 years of experience delivering comprehensive financial services to her clients. - May 05, 2012
Buzek Wealth Advisors Joins Cedar Brook Financial Partners
Cleveland-based Cedar Brook Financial Partner’s merger with Buzek Wealth Advisors increases its geographic footprint and capabilities. - March 15, 2012
Cedar Brook Financial Partners Welcomes Retirement Plans Specialist Christine Sivak
Cleveland wealth management firm adds Partner Christine Sivak to further expand its retirement plan consulting capabilities. - March 11, 2012
Cedar Brook Financial Partners' Megan Farnsworth Celebrates 5th Anniversary
Megan Farnsworth, Senior Account Manager of the Cleveland-based wealth management firm’s Employee Benefits Division hits 5-year career milestone. - February 09, 2012
Pay $5 to Wear Jeans to Work at Cleveland-Based Cedar Brook Financial Partners
For 5th year in a row, Cedar Brook Financial Partners, one of the region's largest wealth management firms, raises money for American Heart Association’s Go Red for Women Campaign. - February 09, 2012
Cedar Brook Financial Partners LLC Announces Major Expansion
Cleveland-based Cedar Brook Financial Partners is merging with The Professional Advisor Group, LLC, based in Bloomfield Hills, MI with an office in Naples, FL. - January 08, 2012
Cleveland Financial Advisor Howard Slater Earns Coveted Master of Science in Financial Services Degree
Cleveland financial advisor Howard Slater, founder and partner of Cedar Brook Financial Partners, adds another academic designation to his list of accomplishments. - November 11, 2011
Retirement Plan Educator Shannon Barry Joins Cedar Brook Financial Partners
Shannon Barry, a retirement plan educator, has joined one of Cleveland's largest independent wealth management firms, Cedar Brook Financial Partners, as a client manager. - November 06, 2011
Cedar Brook Financial Partner Celebrates 15th Anniversary as a Financial Planner
Mark Munday, Cedar Brook Partner, celebrates his 15th year developing comprehensive, customized financial plans for business executives, physicians, and families. - July 23, 2011
Cedar Brook Financial Partners’ Managing Principal, Azim Nakhooda, Celebrates 15th Year Anniversary
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. - July 13, 2011